Category Archives: Financial Services

Is It Possible to Manufacture Loyalty in Your Team?

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I have observed many firms attempts to create loyalty amongst their staff. The problem: loyalty is not something you can force upon people or manufacture.

But we all want our best staff, teams, and coworkers to be loyal – so how can that be achieved?

Leadership 101, the Hawthorne Effect (study by Harvard)*, and almost all research conducted on workforce development have suggested that the way you create a loyal and inspired workforce is through changing the way employees feel about the organization,

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Trouble Closing with Prospects? Here is The Solution

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If your marketing isn’t working the way you want, it is likely not a lack of money or time that you have invested. The most important element in ALL business development efforts is actually your words.

If someone says your fees are too high, it is most likely your words (describing your value). If a seminar doesn’t work – it’s likely the words on the invitation or the words in your presentation.

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Why is there fee compression in financial services – Is the value really decreasing?

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Fee compression is a trend many are talking about. Rather than reading into the gloom and doom headlines of fee compression, take a step back and look at the VALUE you provide your clients. You see, value is in the eye of the beholder. The problem is, the beholder – your client or prospect – may not know the value you are delivering.

Most of the advisors I have worked with over the years are providing significant value through investment advice,

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Get Your Prospects To Have A Positive Predisposition

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When prospects meet with you for the first time, usually they already feel positive, negative or neutral about doing business with you. The mindset they come to you with can be critically important in determining whether they will eventually do business with you or not. Why is this the case?

Our predispositions often play out the way we think they will. It’s not a mystery, but really just human nature and psychology. If people come to the table wanting to work with you,

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10 Unique Events Bringing in New Business for Advisors

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Event marketing is hardly a sure thing to attract new referrals and new business. However, it is still one of the best ways to gather potentially interested individuals for a specific purpose – the scheduled event.  But there are a few simple things that may improve the results of your event as well as a list of 10 successful events held by advisors recently.

First, here are 10 successful and unique events that have been attracting new business over the past 12 months for advisors.

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