Category: Get More Clients

Most financial professionals seem to view the words selling or sales or salesperson as dirty words. Do you? 

Is a strategic presence on LinkedIn important to your business growth? Yes, it probably is. Do you need to spend a lot of resources with LinkedIn to be successful in this business? No, probably not.
The people making the most money with LinkedIn are the people trying to convince you to use them to either create content, run your LinkedIn activity, or both.

Just because you create a vision and a plan to address all of your client’s fears and concerns doesn’t mean those fears and concerns automatically disappear forever. 

While it’s difficult to generalize about what prospects consider when deciding to work with you, there is a common denominator in every decision. Your prospects are consciously or unconsciously asking themselves, “Is he/she right for me?” 

Have you ever had a client ask you, “What should I tell others about you?” And did you have a very simple answer for them; an answer that they would remember and effective enough to compel someone to want to meet you? This is a perfect example of where the phrase less is more might be applied.

How many times has a client asked you, “What makes you different?” or “How are you different from other advisors?” What most of your prospects and clients are asking (usually to themselves) is, “Are you right for me?”

Your prospects want to know if you’re right for them. With that said, if you’re going to talk about what makes you different, I suggest you find something that actually sets you apart from other advisors.

LinkedIn’s primary goal is to keep people on the platform.  Keeping this in mind at all times will impact what and how you post, and therefore, increase the likelihood your posts will gain more traction.

I’d like to tell you a very short story about an advisor who used his Client-Focused WHY to land a $1.5M client. While I’ve changed the name of the advisor to protect him from his…

Whether you’re sending a gift to a client to say “thank you for the opportunity to serve you” or to your referral source to thank them for an introduction, the more personalized your gift, the…