There are countless ways to mess up seminar marketing. Of all the possibilities, any one of these can create poor results. Commit two or more of these seminar sins, and you will join the legion of advisors who mutter “Seminars don’t work anymore.” Seminars do work, by the way, so long as you get everything right…
Business development, lead generation, and financial prospecting tactics have been drastically evolving. As a financial advisor, it’s critical to learn new methods to keep pace. Unfortunately, prospects often don’t answer your phone calls due to Caller ID and Do Not Call laws. This restricts who and when you can call, leaving those new to the industry feeling overwhelmed. Moreover, relying so…
Explore 33 undeniable truths about cold-calling and elevate your sales strategy. Learn how to identify ‘Cherries’ – potential clients interested and financially ready to engage. Dive into techniques to avoid ‘Pit Polishing’, crucial for saving valuable time. Get tips on creating effective scripts and managing lead pipelines for success…
For those in the know, financial advisors are still the best and fastest way for those who need some extra help tackling their goals within their specific situation. However, this type of person is scarce. Now that people can look up financial advice on the fly through their phone, most think they wouldn’t need a financial professional to help them get to their financial goals…
Uncover the power of consistent communication in financial advising with our ultimate marketing strategy guide. Discover how a Monthly Drip campaign can elevate client retention, stimulate new business, and foster enduring relationships. Ignite growth from existing clients, keep your brand top-of-mind, and build trust…
Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work. They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer. But that doesn’t mean it’s impossible. There are several prospecting strategies that actually work well when the weather gets hot…
Like it or not, marketing is a big part of growing your advisory business. A good marketing plan and targeted marketing campaigns give prospective clients an opportunity to get to know you and gives you the opportunity to build trust. And when done correctly, this gentle introduction provides both of you with a way to create a relationship…
Finding new clients is a chore for most service-based businesses — financial advisory included. There’s plenty of competition — your potential clients can even look up financial planning tools and Frankenstein their way to a plan. And your prospects might not be aware that they need…
The new SEC Marketing Rule contains multiple prohibitions and restrictions that all investment advisors must follow when it comes to their marketing – especially when it comes to marketing their investment performance. But while this new rule makes selling trickier, it also presents an opportunity for some advisors to get ahead of the game. That’s because Ric and Connor have…
Have you ever felt like tearing your hair out because you just don’t know where to look for new prospects? If so, the solution to finding fantastic prospects is surprisingly simple: To figure out what your best prospects look like, and where to find them, first take a look at your best clients…
