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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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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financial advisor referral scripts - great conversations

Financial Advisor Marketing Ideas: Referral Scripts Galore

Financial Advisor Referral Scripts Galore One of the first marketing strategies I discuss when working with a new financial advisor client is to have them become accustomed to asking for referrals by using referral scripts, but doing so in a different manner at each opportunity. I know it’s difficult at […]
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