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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growing plant, isolated on white

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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end-of-year

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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seminar-title

5 Ways to Craft a Financial Advisor Seminar Title That Will Attract An Audience

You’re a financial advisor who wants to grow their practice. You’re tired of the slow growth, hare-and-porpoise method of practice growth, and you’re ready for some real progress. You’re fairly good at public speaking, and once you get a prospect in front of you, your close ratio is rather high. […]

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LinkedIn profile headshot

LinkedIn Marketing Plan for Financial Advisors: 9 Tips to Maximize Prospecting

LinkedIn is a powerful social media website that is vastly underutilized by financial advisors in their marketing and prospecting strategies. Most advisors I speak with these days have a LinkedIn profile, but they have no idea what to do with their account, so they do nothing.   This detailed blog […]

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