Are email newsletters still effective marketing tools for financial advisors?

Email newsletters are as effective as ever. With everyone active on social media and several companies shifting from email to instant messaging platforms for work like Slack, it’s reasonable to ponder upon whether email newsletters are still useful marketing tools for financial advisors. Not only are email newsletters still useful […]
Read more »

20 financial advisor client event ideas during COVID

If you’re a financial advisor, then one of the many ways to build a long-term clientele is to show appreciation. And, one way to show appreciation to your clients is by hosting client appreciation events.  As a Coach for Financial Advisors since 2004, I have been a big advocate for […]
Read more »

How Financial Advisors Can Reach New Target Markets by Working Virtually

Are you a financial advisor looking to expand your clientele and trying to find prospects? In financial services, it is all about getting new clients. Being a financial advisor, you need to find prospects that want to hire you for your services. Regardless of the profession, no business can exist […]
Read more »

financial advisor office design

Interior Office Design and Client Engagement For Financial Advisors

Over the years, interior designers, researchers, and coaches like myself, have experimented with elements that impact client engagement and buying decisions through office design, which is part of your financial advisor brand. A traditional financial advisor’s office has a chair with a desk, and the client sits across the desk, […]
Read more »

financial advisor virtual and remote team

How do you build an effective financial advisor remote team?

How do you build an effective financial advisor remote team? My business has been remote since 2004 when I first started working with financial advisors so I have a really good handle on how to build remote teams and how to successfully market and grow a business as a virtual […]
Read more »

financial advisor business model

Questions to ask yourself when considering your financial advisor business model

Questions to Ask Yourself When Considering Your Financial Advisor Business Model As a Coach for Financial Advisors, I know a lot is required for you to set up a successful financial advisory business. You should always be ready to sacrifice your time and resources to ensure that your practice set […]
Read more »

Top 5 pieces of advice for new financial planners

Top 5 pieces of advice for new financial planners If you’re here visiting my blog, chances are you’re thinking about making the jump to becoming a financial planner or financial advisor. Or, maybe you’ve already made the leap, and you want to make sure you have the best possible information […]
Read more »

virtual financial advisor tools for the new normal

Virtual financial advisor tools for the new normal

Virtual Financial Advisor Tools for the New Normal You’ll new need tools in your virtual toolbox to thrive in the new normal. As more and more financial advisors begin to work from home, virtual project management tools and software have improved dramatically. Many years ago, virtual conferencing calls were only […]
Read more »

7 virtual prospecting strategies for financial advisors

7 virtual prospecting strategies for financial advisors

7 virtual prospecting strategies for financial advisors It’s time to embrace virtual prospecting. The coronavirus pandemic completely changed the way we do business. If you’ve been doing business online before the pandemic, that’s fantastic. If not, now’s the right time to shift your business to digital platforms. Maybe you’re hesitant […]
Read more »