Building a LinkedIn Profile That Attracts Wealthy Clients

Today’s blog is a guest blog written by my colleague and friend, Donna Schilder, MCC, Leadership Coach: Building a LinkedIn Profile That Attracts Wealthy Clients “61% of (Financial) Advisers claim to have generated at least one lead directly from their LinkedIn® network.” (Survey by Hubspot) As a Financial Advisor who […]

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Finding the Elusive Wealthy Client

Where are they hiding? How can you find them? You know who I’m talking about: the affluent. The clients with the assets. The clients with the cash. To invest. With you. While I certainly encourage you to work with a variety of clients, if you have too many clients it […]

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Marketing Question: How do you target a specific audience in your marketing?

If you’ve been following me for the past eight years, you’ll notice that one of the things I say over and over again is that you must target a specific client niche in your financial advisory marketing.  Saying that you work with everyone and anyone is in effect saying that […]

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Branding Your Practice Means Using Creative Design

Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, it pays to brand your financial advisor practice. What will branding your business GIVE you? Higher quality clients. […]

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Financial Services to Offer the Affluent

What services are the affluent looking for from financial planners and wealth managers? What services do they want? If you could learn how to attract affluent clients, would you spend time re-inventing your practice to be more attractive to them?  If you could swim upstream and grab a share of […]

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