Many advisors are of the mindset that if they just do a great job for their clients, the referral floodgates will miraculously open and a steady stream of referrals will come pouring in. Unfortunately, this is what we call "urban legend." Every financial advisor recognizes that the key to a Read More >
“THE” Magic Bullet for Referrals
Updated 1/21/17 Financial advisors across the country are now, and have always been on a never-ending quest to discover the "magic bullet" for building their businesses–a quick and easy way to achieve maximum results with minimum discomfort. While we don’t profess to have discovered the Read More >
LinkedIn Daily To-Do List for Success
Most advisors are on LinkedIn but many have no idea what to do next. Most have a profile and many have over 500 connections. However, according to recent statistics only 27% have ever posted anything on the network. Yet, study after study shows that over 90% of high net worth investors not only Read More >
3 Easy Steps To A Superior Client Service Model
Clients are much more likely to leave their advisor for lack of service than lack of performance. Although we’ve all heard this statistic many times before, it’s easy to lose sight of it when in the midst of a market like we’ve experienced this year. Now may be the time to carefully consider your Read More >
Transitioning From Social Contact to Business Prospect
Most financial advisors are involved in some sort of networking and/or social prospecting endeavor as a component of their overall marketing strategy. The million dollar question then becomes how to make the transition from social contact to viable business prospect. My clients have found Read More >