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3 Signs of a Difficult Prospect
In order to be a successful financial advisor, you have to focus on growing your business. As you work to grow your…
Building a Client Persona
Defining your niche is one of the first things you do when developing a marketing plan. When you know your niche, you’re…
Managing Client Conflict
During your career as a financial advisor, you will deal with some form of client conflict. That conflict may be between your…
Getting Started with a Prospective Client
As a financial advisor, you work hard to ensure that your marketing reaches your desired clients. You also do everything you can…
Using Client Testimonials in Your Marketing Plan
When someone decides to make a large purchase, they tend to search the internet for reviews. It makes sense that they’d do…
Success Is Never a Straight Line
With 37 years in business, I feel old! In my day-to-day conversations with business owners generating as little as $6,000 a month…
Never Stop Learning
Continuing education doesn’t have to be formal to be effective. As people and as financial advisors, we should never stop learning. No…
Cybersecurity for Financial Advisors
Cybersecurity is a topic you often hear about but don’t pay attention to. More of the finance world is going digital. As…
4 Networking Mistakes You Should Never Make
Networking is an integral part of growing your financial advisor practice. The connections you make are extremely valuable, and you should nurture…
Why Client Education Is Necessary
Client education is an essential part of any good financial advisory business. It’s good for you, and it’s good for the client….
3 Ways to Help When Clients Panic
It’s natural for people to panic when things go wrong. Fear in the face of a threat is a reaction that’s hardwired…
Why LinkedIn is More Useful Than You Think
Professionals all over the world rely on LinkedIn to connect and interact with each other. The US alone has around 60 million…
Results or Reasons?
Winners Remember Results…Losers Remember Reasons. Which One Are You? I was in Atlanta for an event with Dan Kennedy, Bill Glazer, Lee…
Using Blogging as a Part of Your Marketing Strategy
Online marketing is an important part of any comprehensive marketing plan. Its value lies in the fact that it allows financial advisors…
Social Media Platforms and Financial Advisors
Every social media platform has a user profile. There is some degree of overlap, but in many cases the audiences are well-defined….