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 […]
Read more »

brand elements

Financial advisors: what are the elements that make up a brand?

What is financial advisor branding? What does it really mean? A Brand can be such a mysterious concept that unless one is familiar with the definition of Branding, it’s easy to be confused. In this blog post, I will help you understand what are elements that make up a brand […]
Read more »

3 financial advisor value proposition strategies

Mistake 3: Financial Advisors Lack a Value Proposition

A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood. Many financial firms either lack a value proposition or present it so that it’s hidden in their website or marketing […]
Read more »

Financial Advisor Elevator Speech – Use a Template That Works

Do you have your message down? Can you succinctly say what you do, who you do it for, and how they benefit? I know we all have trouble with this, even me – the Business Coach. Sometimes it rolls off my tongue, and sometimes it doesn’t. I’ll tell you one […]
Read more »