Category Archives: Referrals

How Often Do You Ask, “How are we Doing?”

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What if your clients reviewed every interaction they had with you? That may seem like a frightening proposition to financial advisors because of what it might reveal. But isn’t that the point? 

Reviews are nothing to fear, even the critical ones. Because sometimes it takes a few critical reviews to achieve that consistent level of service that produces raving fans.

Don’t Bury the Lede in Financial Advisor Marketing

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Hiding the most relevant pieces of a story within other distracting information is called burying the lede and can be fatal in advisor marketing. The phrase “don’t bury the lede” was originally coined in journalism to teach writers how to grab the attention of their audience, but has since been adopted in marketing for the same reason. 

All too often financial advisors suffer from burying the lede when describing who they are, what they do, and why others should work with them. They lead with irrelevant information or jargon that causes their audience to tune out and miss the most valuable parts of their offer.

How to Create a Client-Attracting LinkedIn Profile

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What is your ideal prospect doing when they land on your LinkedIn profile page? Hopefully, it’s staying and reading through. But how can you be sure?

Here’s the problem: if you have a Linkedin profile, it’s one of the top results people will see when they Google your name or start researching you or your business online.

Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

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