Category Archives: Business

LinkedIn Prospecting Strategies – FOR REAL

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The Struggle with Business Development

Almost every advisor I talk with struggles with business development. If you’re reading this blog and can identify with that initial statement, just know that you’re not alone. 

During those conversations, I try to determine the root of their struggle. The  majority of the time, the reply I get is “I can’t find enough qualified people to talk business with”…or some variation of that statement.

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Get Your Marketing RIGHT in 2020

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I think many people misunderstand marketing. Some businesses will spend a lot of time deciding what they are going to DO for their marketing in 2020. Whether that is hosting seminars or events, running a social media or email campaign, or requesting referrals from existing clients, your approach may be wrong.

I believe you should instead focus more on what you are going to SAY. When you’ve fine-tuned your messaging, you’ll see much better results no matter what your marketing efforts are.

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10 Unique & Meaningful Gifts for Clients

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The holiday season is in full swing and shopping deadlines are just around the corner. Trees are up, lights are hung on houses, and the malls are packed full of shoppers. This time of year reminds us all of who we are thankful for and as an advisor, the holidays are a perfect time to show your clients just how much you really appreciate them! However, finding the right gift for your clients can be a struggle.

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3 Ways to Get Your Brand To Go Viral

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How do some firms and ideas go from nowhere to everywhere in a few short months? All of a sudden a restaurant becomes popular, a gas station gains a cult following, or a Broadway show becomes too popular to get a ticket for years.  Wouldn’t it be great if our businesses could do that? Here are 3 lessons on branding that I think we can apply. 

1. Exploit Your Uniqueness. Being different is risky.

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Present Your Value as a Financial Advisor With The Precision That You Deliver Your Value

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The industry discussion of advisor fees realistically is not really an issue with fees. The issue is with the communication of the value associated with the fees. Most advisors provide value beyond the assets under management fee structure. But in many cases, the fees are presented only in relationship to assets under management. 

When fees are presented only as AUM-related than the only value really is the investment process that drives the investments.

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