7 Signs It’s Time to Hire a Business Development Coach

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A little help can go a long way. Business Development Coach: You may be an experienced financial advisor. There’s no doubt about that; however, running a financial advisory business needs a completely separate set of skills if you want to work on Business Development. If you’re not happy with where […]
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Financial Advisor Marketing Ideas: Referral Scripts Galore

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Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]
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Top 5 pieces of advice for new financial planners

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Top 5 pieces of advice for new financial planners If you’re here visiting my blog, chances are you’re thinking about making the jump to becoming a financial planner or financial advisor. Or, maybe you’ve already made the leap, and you want to make sure you have the best possible information […]
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7 virtual prospecting strategies for financial advisors

7 virtual prospecting strategies for financial advisors

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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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39+ financial advisor marketing ideas that rock

39 Financial Advisor Marketing Ideas That Rock

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Need to come up with some really awesome ideas for your practice? Stuck in a rut with your marketing? Need a kick in the rear to get going? Financial Advisor Marketing Ideas I’ve been working with Financial Advisors as a Business Coach since 2004 and I’ve learned that many advisors […]
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Boost your Financial Brand by Branding Your Process, Program, or Investment Technique

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Happy weekend! I hope you’ve got some fun things planned so that you can enjoy the success you’ve been building in your practice. I’m doing a quick blog post today about branding. Why do most financial advisors look the same? Same websites, same presentations, same business model, same ordinary brand. […]
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Financial Advisors and the Seemingly Impossible Work Life Balance

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Can you have it all? A successful financial planning practice and balance in your work and home life? How good are you at balancing the demands of your business? Do you have Work Life Balance? Are you running from meeting to meeting, lacking time to pick up your kids from […]
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cold calling doesn't work for financial advisors

Financial Advisors Cold Calling | it doesn’t work as well as it used to

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Cold calling doesn’t work as well as warm marketing For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie […]
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smart prospecting - financial advisor power hour

Smart Prospecting: What is a Financial Advisor Power Hour?

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If you’ve read my blog for the last 11 years, you know that I’m a big believer in being productive, spending time prospecting, and being focused on people! These are the key business tasks that make a big difference in growing a financial advisor’s income. Having a Financial Advisor Power […]
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Does advertising work for financial advisors?

Does Advertising Work for Financial Advisors? Maybe…

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We are going into the hottest days of summer here in the southwest U.S.A. It’s a time in Arizona when we hibernate indoors with the air conditioning on “high” or we head up north to the hills where cooler weather awaits. How’s your summer going? Did you suddenly realize “Oh […]
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