Category: Get More Clients

There are two ways to be appropriately proactive for introductions: TODAY – I’m going to focus on Promoting Introductions. BUT before I give you some ways to do this, I want to make two preliminary points. 5 Ways…

In our latest podcast (Episode #45), we shared a case study of how a successful firm overhauled it’s marketing approach – directed by Stephen Beach (Craft Impact). One strategy that has significantly increased their conversions…

Do you and your team know all the value you can bring to your client’s lives? Do your clients know all the value you bring or can bring to their lives? Consider these two thoughts: What Financial Advisors Do…

Everyone is talking about “The Big Transfer of Wealth” that has already started. What does this mean for your business? Is there a benefit to you to use the referral process to reach these younger clients? The…

Let’s start with a physics lesson. Okay? To paraphrase Newton’s First Law of Motion:A body in motion tends to remain in motion. A body at rest tends to remain at rest. Unless what? Unless acted upon…

Traditionally, financial advisors have focused on affluent men as the primary decision-makers in their households. But not anymore!  There is a growing case for financial advisors focusing on affluent women. Women are becoming increasingly financially…

I’ve written about the topic of differentiation many times and I suppose I will continue to do so until I ride my bicycle (or kayak or golf cart) off into the sunset. In my latest…

The dreaded, “I already have an advisor.”  This statement from a prospect will stop most advisors in their tracks.   How would you like to reduce the chances of hearing that unwelcome phrase to almost nil? …

In this article, we’ll discuss one area that typically needs attention when communicating your value more effectively to win new ideal clients.

The more fluently your prospects can process the information you provide to them, the easier it is for them to make decisions.  Like the decision to work with you.