5 tips for better client review meetings - financial advisors

Financial advisor client review meetings: make them better – FREE downloads!

See the free Client Review Agenda and Client Review Instructions downloads at the bottom of this post. 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 […]
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9 challenges women face going through a divorce

As you may have read previously, I have been working with financial advisors since 2004 on their marketing and branding strategies in order to grow their firms. One topic I am very fond of discussing is target marketing because an advisor becomes more referable when they are known for working […]
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How much should financial advisors spend on marketing?

We have all of these ideas about strategy and marketing your business. There’s so many ways to grow your brand as a financial advisor that it could actually be overwhelming. This post deals with the all-important question “How Much Should Financial Advisors Spend on Marketing?” On top of thinking about […]
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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, by understanding women’s challenges. Prospecting is all about the strategic identification of an opportunity and implementing a new workflow generating […]
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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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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 […]
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financial advisors make webinars more exciting

How to make your financial advisor webinar exciting – the virtual financial advisor

How to make your financial advisor webinar exciting – the virtual financial advisor Keep all eyes on you with these tips. As a Financial Advisor Coach since 2004, I’ve seen many of my clients hold seminars, yet theses days, it’s the webinar that is necessary to engage with potential clients! […]
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