client-events

How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold events frequently lack the strategies and tactics to encourage the “bring a friend” strategy. […]
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value skills

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
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Crowd of small symbolic 3d figures, isolated

Why a Warm Marketing Plan Works Better For Financial Advisors Than Cold Calling

For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie face,” a condition where you stare at your computer […]
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Financial Advisor Brochure

Your Brand: Designing a Custom Brochure

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]
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bad habits

2 Types of Financial Advisor Motivation

Coaching financial advisors day in and day out, I am very aware of their motivation and work habits which reminds me of a great story. I once had a call from an advisor almost 12 ago who was completely unmotivated about his investment management business. He couldn’t seem to muster […]
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