If you want to improve your marketing, attract more leads and close more clients, there’s tons of “experts” willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs. … READ MORE
Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client.
But right now, it’s almost impossible to meet your prospects and clients in person.… READ MORE
If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It’s a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better.
But a high SSI isn’t all there is to getting clients on LinkedIn.… READ MORE
Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers. … READ MORE
When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to write.
If you’re not a good writer (or just hate doing it), you might give up on those strategies.… READ MORE
There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing. … READ MORE
Most financial advisors are great at setting goals like “Build a six figure business”, “only work with awesome clients” or “get 15 new clients this year”. But most advisors fall way short of their goals.… READ MORE
Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the pressure you let others put on you.
While you should absolutely put your clients first, nobody wins if you hate your own business because you’re a people pleaser. … READ MORE
Every once in a while, a “gold rush” the financial advisor world erupts into a “gold rush”: One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore.… READ MORE
When you watch pretentious “gurus” on social media, you’ll often hear them talk about how being nice and making everyone happy leads to abundance and wealth.
While that’s a fun idea, it’s simply not true.… READ MORE
