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. […]
Read more »

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 […]
Read more »

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 […]
Read more »

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, […]
Read more »

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. […]
Read more »

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 […]
Read more »

Newsletter, the missing piece

Financial Advisor Newsletter Success – 7 Ways to Improve your Newsletter

Keeping in contact with your clients, prospective clients, and centers of influence through the use of a financial advisor newsletter is an important part of your communication plan and provides many benefits to your practice. Keeping in touch, providing a gentle reminder that you’re there whenever they need you, and […]
Read more »