Financial Advisor Client Review Meetings: Make Them Better

Financial Advisor Client Review Meetings During my work with a coaching client recently, I was motivated by his desire to plan where he wants to be in three years. After discussing his goals, we worked backwards from the three year vantage point and were able to pinpoint activities and prospecting […]

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11 Magic Words: Financial Advisors and Reciprocal Referrals

Financial advisors asking for referrals, now that’s an interesting topic! I was presenting at a conference for financial advisors a few weeks ago. My favorite topic is “Prospecting” so for this group I created  a PowerPoint presentation, “29 Surefire Ways to Prospect for New Clients” that includes a section specifically […]

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Financial Advisor Marketing Ideas – Create a Referral Campaign

Financial Advisors can create a Referral Campaign! “Do you get many new clients from referrals?” I asked my new financial advisor client.  There was a pause.  He cleared his throat and said “Not as many as I would expect.”  “How often do you ask for referrals?” I asked cautiously.  Another […]

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Referral Marketing Ideas – How to Train Clients to Refer Business to You

Fascinating tidbit: Sixty-five percent of high earning wealth managers earning over $800,000 annually ask their clients for referrals on a regular basis. Growing a financial advisor practice through referrals is not easy to do. Everyone talks about it, but very few advisors actually do it! Why is that? Because advisors […]

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