Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets.
But if you do whatever your client tells you to do, you’ll get the blame when their own decisions tank their portfolio.… READ MORE
You can find “proven” marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time.
But that doesn’t mean they’ll get you any clients.… READ MORE
Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle.
millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth. … READ MORE
If you want to get fit, you’ve got to exercise every single day. If you want to get smarter, you’ve got to learn something every day. And if you want more clients, you’ve got to work on your marketing every day. … READ MORE
Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client.
Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile. … READ MORE
Building a business that sets you free and makes you wealthy takes time. And if you’re focused on short-term tactics, you’ll always be chasing “shiny objects” that don’t attract well-paying clients.… READ MORE
Even though financial advisors help others manage their money, many of them have “money blocks”. They’re afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money.… READ MORE
Have you met someone who can’t enjoy today’s weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset.… READ MORE
Burnout affects 2 of 3 financial advisors — and the current crisis has made everything worse.
If you’re working long hours, can’t separate work from your home life, and feel like you’re stuck on a treadmill… burnout might be creeping in.… READ MORE
Show Notes
You’ve probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong:
They create fancy stock market reports nobody reads and post about certifications that don’t get clients. … READ MORE
