When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves.
But right now, a big tech behemoth is threatening to kill your marketing strategy: Google.… READ MORE
Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there.
The wrong priorities can ruin every business.… READ MORE
If you want to reach your ideal clients online, you probably won’t find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them.
But, like any social network, LinkedIn wants to make money—which means it’s cutting down your reach and making it more expensive to reach your ideal prospects.… READ MORE
Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment.
But if you spew your take on a Delaware paper mill stock on social media, you won’t have the Forbes 500 list knocking on your door.… READ MORE
Most financial advisors start their practice thinking they’ll work a few hours per day, make six figures and spend the rest of the day smoking cigars on the golf course before enjoying family movie night.… READ MORE
Most marketing strategies suck even when they get you clients. Nobody enjoys harassing strangers with aggressive cold-calling scripts. Getting blocked on LinkedIn a hundred times per week after pitching in the first message?… READ MORE
It’s nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face.
But if you chase acceptance, you’ll never have a roster of clients who appreciate you.… READ MORE
Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won’t attract the clients you want.… READ MORE
As a financial advisor, your personal performance decides if you thrive or struggle. When you’re on top of your game, your service is top-notch, your business grows and you feel fantastic.
But if you’re not getting things done?… READ MORE
Many financial advisors are analytical types, not slick salesmen. They’re uncomfortable with smooth-talking sales tactics and aggressive “closing”. But if you can’t sell, you’ll never make a penny as a financial advisor.… READ MORE
