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 »

how financial advisors can get clients to bring friends to client appreciation events

How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

How can you get your clients to bring their friends to client appreciation events? Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold […]
Read more »

financial advisor phone script to meet with centers of influence

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
Read more »