Category: Get More Clients

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…

Guest Article from Gordon Stein – Author of the Cashflow Cookbook I recently connected with personal finance speaker, author and blogger, Gordon Stein. Gordon is a treasure chest of innovative ideas on how your clients…

Don’t let the simplicity of this week’s blog fool you. Each one of the checklist items below is an important step in your effort to be appropriately proactive for referrals and introductions. You really don’t…

Research tells us that satisfied clients tend to be loyal clients. In one study conducted by Julie Littlechild out of Toronto, Canada, “satisfied” clients had a high loyalty rating. That’s good. You want to retain…

How many times have you heard that using short stories in the client acquisition process is an effective strategy?  Probably a lot.  So, are you using stories? Have you developed a small inventory that you…

If “location, location, location!” are the prime rules of real estate, then “personalization, personalization, personalization!” are the prime rules of email. In this article, I share my formula for drafting the perfect email message to prospects, including the 5 parts that I believe every message must have in order to be effective.

You might be wondering what Jazz has to do with your business. I used to be a professional musician, a drummer to be exact. As a drummer, my “feel” was for rock and roll. With…