You’re probably worried. Clients could abandon you. “closed” leads might not come through anymore. You may even need a desk job soon.
All of that’s scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis.… READ MORE
As a financial advisor heading out on your own, you’ve got a lot of obstacles in your way:
Skeptical prospects, competition, overwhelm, the list goes on.
But none of these things can slaughter your business as fast as the enemy we’ll talk about today.… READ MORE
You’re probably a knowledgeable, effective and trustworthy financial advisor. You know you’ll take good care of your clients’ capital.
But even with all your skills, you can’t afford to be boring.… READ MORE
Most financial advisors are good at their craft, but aren’t great at generating leads and turning them into clients. There’s one sweet-sounding alternative to generating leads: Buying them.… READ MORE
Organization is no sexy topic. But it’s essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying.
If you’re not organized, you’ll lose prospects, repel your clients and never feel the freedom you became an advisor for.… READ MORE
If you want to improve, you need to know what you’re bad at and how to do it better. But in business, your strengths and weaknesses aren’t always clear—you don’t know why a client left, a prospect ghosted you or a referral source dried up.… READ MORE
As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals?
If you tend to fall short of your goals, don’t worry.… READ MORE
You’ve probably heard about content marketing before while researching marketing strategies to bring in more clients.
But one big problem is: Many entrepreneurs create content just to create content—NOT because it’s actually useful.… READ MORE
If you could sum up every financial advisor’s dream state of their business, it would probably sound something like this:
“Make more money in less time”.
The easiest way to do that is to get someone else to do some of your work for you.… READ MORE
As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about.… READ MORE
