Category: Get More Clients

PART 1 The latest Kitces research on advisor marketing raises an important concern for firms that rely heavily on referrals. The 2026 report describes what it calls the “referral coasting zone.” A firm reaches a…

Asking for referrals can feel awkward, especially when you don’t want to look like “That creepy referral guy!” If asking for referrals feels awkward, the problem may simply be that you’re asking at the wrong…

After more than 30 years of coaching financial professionals and interviewing hundreds of top advisors on my Top Advisor Podcast (now in the top 3% of podcasts worldwide), I can tell you this with total…

Want to attract wealthier clients?  Go where the money is! If you love the idea of working with clients who want to do more than grow their portfolios – clients who want to plant trees…

What are TOP ADVISORS doing to increase client loyalty and acquire more ideal clients? To celebrate our 100th podcast episode featuring Derrick Kinney, I’m sharing our Top 10 most downloaded shows of all time.  All…

PART II – My last blog created such a stir that I’ve decided to add a little more “meat onto the bone” so to speak (apologies to vegetarians. I used to be one many years…

Online Reviews = Social Proof Social Proof = Winning New Clients [Guest Article from Whit Lanier, CEO – Amplify Reviews] The financial advisory industry doesn’t exactly have a reputation for innovation. In line with that…

When it comes to intergenerational wealth – some advisors get it right and others make very costly mistakes. Drawn from my recent podcast interview with family office advisor, Barry Banther, here are three insightful and…

Harvey Mackay managed an envelope company in the 1960s, yet he solved a problem that still haunts advisory firms today. In Harvey’s case, his salespeople had superior product knowledge. But their customer knowledge was skipping a…

When markets get choppy, financial advisors often shift into “defense” mode, focusing primarily on calming anxious clients and protecting existing relationships. And rightly so. While it’s crucial to provide reassurance during volatile times, focusing exclusively…