Could You Save $20,000 With a Client Survey?
Most the time, when you think of client surveys, you think: “This is going to cost me. “ Right? It’s going to... Read More
Do You Need to Take a Time Out from Prospecting?
Sometimes you need to briefly set aside productivity to get organized. This happened to me just last week when I recognized that... Read More
This Free Mobile App Could Replace Your Business Plan
I’ve been writing about business planning a long time! I always hear financial advisors tell me that the years they take the... Read More
Spice Up Your Website (Here’s how … )
Your website must necessarily be boring because you’re a financial advisor, right? After all, you need to be taken seriously so people... Read More
Don’t Miss Out on Hosting Online Meetings with Clients
Last Sunday night, I took part in a freelance writer “brain trust” conference call on Zoom.com. These were a handful of professional... Read More
Tired of Sitting Around Waiting for Referrals?
Referrals are the best way to build your advisory practice. Word of mouth marketing has been shown to be the fastest, most... Read More
Is Emotion the Key to Your Lucrative Niche?
Everybody wants to develop a profitable niche for their advisory practice. But what drives that profitability? I’m gonna go out on a... Read More
How to Become a Media Star
What do Kim Kardashian and Donald Trump have in common? They both know how to work the media to achieve their goals.... Read More
3 Pillars of Financial Advisor Success
Building your advisory practice takes time and consistent work. Sometimes it can seem overwhelming as you attempt to make progress—knowing there are... Read More
Trust Your Process—Lessons From the L.A. Dodgers
It was the fifth inning of Game 2 of the World Series. Dodger pitcher Rich Hill had surrendered just three hits and... Read More