Category Archives: Business

9 Financial Advisor Time Management Tips to Boost Productivity

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Do you feel like your business controls you (instead of you controlling the business)?

Do you reach the end of every week and still have far more left on your to-do list than you’d like?

If you answered “yes” to either of these questions, then you’re not alone. These are common problems for financial advisors at all stages of their careers. 

Meetings run over their scheduled times,

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6 Ways to Make The Most of In-Person Conferences This Summer

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Attending a conference can be one of the greatest things you can do for your advisory firm. Not only do you get the “low-down” on industry trends, but can gain some new skills, make some new connections, and even find some solutions to your ongoing business problems. 

It wasn’t too long ago we were writing a guide on How to Get the Most From a Virtual Conference because the pandemic—in its many forms—was still rearing its ugly head and keeping us all socially distanced.

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The Next Frontier: Text Messaging for Advisors

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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

When it comes to marketing for business growth, advisors want the same thing: the silver bullet.

They ask, “What’s working right now? Should I be making videos? Start a podcast? Run webinars?”

“What is it???”

They don’t like my answer because it’s, “Yes, yes, yes, and…(insert list of other digital advisor marketing best practices here).”

You’ll never catch me claiming there’s a silver bullet in marketing,

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How Advisors Should Use their NIL to Build a Personal Brand

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I work with student-athletes looking to cash in on their name, image, and likeness (NIL). And I also work with advisors and have found there are important similarities In how they achieve marketing greatness.

NIL is your personal brand. Recent legislation allows student-athletes to profit from their brand. But successful financial advisors have been profiting from their personal brand since their careers began.

A personal brand is the foundation of your digital persona and should fuel and shape your marketing efforts.

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Help Prospects Better Understand Fees by Tying Them to Your Value

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When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

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