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Posts Tagged ‘Best Practices’

A Simple Way to Stand Out from other Financial Advisors

The importance of dripping For decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them.  This is called “dripping,” and it’s key to: Client retention Business now New assets New clients There are many reasons why dripping is effective at all. . . Read More


One Common Marketing Mistake Financial Advisors Make and How to Fix It

Here’s the common marketing mistake: emphasizing features instead of benefits.  How common is it?  Fact is, most financial advisors are making it right now.  On their website, in their sales pitch, you name it. Why is this so important?  Well, think of it this way.  When you buy a new car, you don’t make your decision based. . . Read More


Stop Ignoring 50% of Your Best Prospects

Imagine this all-too-common scenario involving some of your best prospects: Let’s say you host a seminar.  At the event, you meet a nice couple named Mr. and Mrs. Oldebucks.  After your presentation, you spend a few minutes talking with them and answering their questions.  When you get back to the office, you look at the. . . Read More


How to Find More Money in Your Book

If you’re like most financial advisors, you would love to find more money in your book, wouldn’t you?   You can by taking what call the Find the Money Challenge.   How to Find More Money in Your Book For years, I’ve taught advisors that you can always find more money in your book.  No matter who you are. . . Read More


How the Top Financial Advisors Grow their Business

Whether you’re a rookie just starting out, or a veteran with decades of experience, you probably want to know how the top financial advisors grow their business.  If so, I have a great resource for you.   Approximately once a month, I hold a special webinar for advisors.  Each webinar covers a powerful way to. . . Read More


Time Management for Financial Advisors

Effective time management is one of the most important skills a financial advisor can have.  Why?  I think Benjamin Franklin said it best:    “Remember that time is money.” THE MOST COMMON TIME MANAGEMENT MISTAKE Every day, thousands of advisors go into their office, close the door, and look at their massive “to-do” list. And every. . . Read More


Best Practices for Financial Advisors: Contact Strategy

Continuing our series on “Best Practices for Financial Advisors,” this post centers on something all FAs should have: a Client Contact Strategy.   Numerous studies have shown that one of the biggest complaints most clients have is that they don’t hear from their financial advisor enough.  That’s important, because the number one reason clients leave their advisor. . . Read More


Best Practices for Financial Advisors: The Law of Contact Management

The most successful financial advisors have one thing in common: they implement the most best practices.   What exactly is a best practice?  Wikipedia defines a best practice as “a technique, method, process, or activity believed to be more effective at delivering a particular outcome than any other technique, method, process, etc.”   The Bill. . . Read More


6 Common Sales Mistakes Made by Financial Advisors

If you’re a financial advisor closing less than 50% of your prospects, you’re probably making one of these six common sales mistakes.   Now, maybe you enjoy selling and maybe you don’t. But as a financial advisor, selling makes up a gigantic portion of your job. That’s true whether you’re in a wirehouse or an. . . Read More




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