create a landing page

How to create a landing page for your target market: 10 tips for financial advisors

How can you, as a financial advisor, rise to top of your competition, and attract exactly the kind of clients you prefer to work with? Ever heard of a landing page? Here’s an example of a landing page for my business where I attract financial advisor clients from all over […]
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Challenges women face – 14 ways financial advisors can prospect to women

In all the years I have been helping financial advisors with prospecting , I have rarely come across an advisor who has strategically identified how to prospect to women effectively. Prospecting is all about the strategic identification of an opportunity and implementing a new workflow generating new revenue. Therefore, the […]
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5 ways financial advisors can get motivated

5 ways to get financial advisor motivation and get unstuck.

Lost your mojo? Lack of motivation kicking you in the pants? This article is about financial advisor motivation and getting back your 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 received […]
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Financial advisor bloggers: 7 ways to get readers automatically for your blogs

Try these guaranteed ways to attract readers to your blog. I’ve been saying since the early 2000’s that financial advisors should blog to differentiate themselves and to harness the power of the internet. As a financial advisor coach since 2004, I’ve greatly enjoyed helping advisors gain leads and build their […]
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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 […]
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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 […]
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How financial advisors can reach new target markets by working virtually

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 […]
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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, […]
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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 […]
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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 […]
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