Are You Getting The Referrals You Want, Need & Expect?
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 >
3 Qualities Of An “Asset Whisperer”
If you’re a dog person at all, you’ve probably heard of Cesar Millan, the Dog Whisperer. Cesar’s philosophy with dog owners is very simple. To have a balanced dog and life, you must be calm, assertive and remain the pack leader at all times. As I was browsing through some of his articles, it Read More >
4 Steps To Quickly Build Your Warm Pipeline In A Weekend
Consistently working to build your pipeline seems like an obvious and necessary step to growing your business. However, many advisors have a pipeline that can be best described as sparse to non-existent. Every advisor would agree that warm is always better than cold. Begin by leveraging what you Read More >
Prospect to Client Shortcut: The 98 Day Prospect Experience
Prospecting is like dating. To succeed and reach your desired outcome (whatever that may be) as quickly as possible, you try to make each date special. To reach your desired outcome in prospecting, aim to make each touch special. Just like in dating, prospecting is a time when both you and your Read More >
The Time Management Hack That Can Raise Revenue
Ah, freedom! Its enticing allure is what draws many to pursue the bi-polar profession of financial advisor. However, advisors discover all too often that this highly coveted freedom balances on a double-edge sword, and has the ability to catapult them to tremendous success or lead to their Read More >
Don’t Make This Business Planning Mistake In 2017
It’s 2017 and by this time, you’ve probably participated to a great or lesser extent, in that annual ritual we call business planning. The exercise usually takes one of two forms. For some, it’s more of a casual process—jotting down some production goals, asset goals and perhaps even a vague Read More >
The Touch That Gets Clients Talking About You
Horsesmouth Editor's Note: For the last 10 years, Horsesmouth has been bringing their readers the Top 10 most popular articles of the year during the holiday season. From more than 500 articles published in 2016, advisors rated this article as the #3 article of the year. At Executive Read More >
9 Business Systems All Successful Advisors Have
Horsesmouth Editor's Note: For the last 9 years, Horsesmouth has been bringing their readers the Top 10 most popular articles of the year during the holiday season. From more than 500 articles published in 2015, advisors rated this article as the #4 article of the year. There comes a time in the 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 >
How to Talk to Clients about DOL
The Department of Labor’s fiduciary rule has advisor stress levels rising daily. I’m often asked by advisors what exactly they should be saying to clients in regards to the DOL ruling. In response, I developed the following verbiage for addressing DOL with clients. Modify it to fit you, your Read More >