Referrals. They’re almost magical, turning one client into three without doing anything yourself.
Whether you’ve gotten referrals before or are anxious about asking for them, there’s a lot of mistakes financial advisors make when it comes to referrals.… READ MORE
You go after specific people when you look for clients. You’re looking for people who have more money than time. You need people who need financial advice.
But they can be hard to find—after all, most rich people spend their time doing productive things instead of clicking on social media ads or reading junk mail.… READ MORE
To get more clients as a financial advisor, you need to improve your marketing. And you can find tons of marketing strategies everywhere from the internet to your local library.
Many advisors implement these strategies and get no or minimal results.… READ MORE
If you tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you’d never get done consuming advice.
And frankly, much of the “advice” out there are shoehorned tips trumpeted by people who haven’t been in the trenches as an advisor.… READ MORE
As a financial advisor, marketing is the key to your success. Whether you’ve been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress.… READ MORE
