Are you getting through the week by the skin of your teeth? Is there just enough time to get through paperwork, put out fires, tackle email, meet with clients, and before you know it, it’s the end of the week? If so, your business is running you ragged. Successful financial […]
Read more »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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The Best Financial Advisor Seminar Invitation
In this day and age, with digital marketing, emailing, and social media, the art of designing a good seminar invitation has been lost. Most advisors are not marketers so they don’t realize that design matters and that focusing on the benefits of attending a seminar is what attracts potential attendees. […]
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19 Tips Financial Advisors Can Use for a WOW Business Card
Business cards are an extremely important part of the branding strategy financial advisors can use to be market leaders in their field. Some may think the “calling card” is a thing of the past, but they are simply wrong. Business cards are still widely used as a form of trading […]
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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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LinkedIn Pulse Publishing for Financial Advisors
What is a good way to stand out from other advisors, showcase your expertise to your target market, and increase your credibility? Publish articles or white papers on LinkedIn! In a prior post on marketing using LinkedIn, I talked about the importance of getting your profile ready for Secret Shoppers […]
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Why You’re Not Achieving Your Financial Advisor Income Goals
What’s the secret sauce to achieving your goals? Does anyone know? How are you doing with getting to the (insert cliché here) next level? Have you done much planning for your business? The New Year is a time for great reflection on how far you’ve come, thinking about the goals […]
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Financial Advisor Seminar Marketing -Planning a Seminar
Financial Advisor Seminar Marketing is still one of the best ways to gain new clients. As a successful seminar and workshop presenter myself, I often receive questions from my financial advisor clients about how to plan an effective seminar. Much thought and effort goes into developing a seminar. Planning, marketing, […]
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3 End of Year Financial Advisor Tasks
We are approaching the end of the year. There’s no doubt that 2016 has been an unusual year in terms of market growth and the contentious U.S. election. There have been many issues to deal with that have perhaps taken you away from focusing on your business. Late November tends […]
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The Financial Advisor Premium Business Model
The day you wake up and decide to manage your financial advisor business intentionally is the day that you will begin to make progress with your business growth. I know it’s very easy to go through the year running your business day-to-day, bringing in new clients, investing their assets, managing […]
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