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In my travels and face-to-face meetings with advisors, I spend a lot of time listening how they are generating leads. Again, this is the #1, hot-brand issue for most financial professionals, so any insight here is extremely powerful. Via advisor’s website: This is just effective, blocking and tackling. It’s not enough to just have a [...]
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Advisors ask me all the time about their websites. Most of the time, they’re asking for help in terms of optimizing their site’s performance: capturing more leads, driving new prospects, expanding their reach. To be honest, building a website for most advisors (for most people, really) is an utterly overwhelming process. Why building a website [...]
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Asking for referrals isn’t easy. Alll the data show that as professionals, we are sitting on gold mines of referral value (!), just ready for us to unlock it to build a super practice. Clients should be lining up, checks in hand, begging — pleading! — for us to manage their portfolios. Yeah, right. The [...]
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If you’re been running successful seminars to help prospect for your business, you know how hard it is to get everything right. From getting your list, to creating engaging invitations, to finding a facility, to RSVP’ing your guests. It’s a lot of details and processes. That works in our favor — getting a good [...]
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Social media gets a bad rap for being ‘social’. Many advisors with whom I speak see it as a noisy distraction — its social-ness getting in the way of doing real biz-ness. …stands on a soapbox: And that’s a HUGE mistake. It’s precisely the social-ness of social media that’s able to identify your ideal prospects, [...]
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This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Keeping it simple I don’t know about you but sheesh, have the phone calls started pouring in. Investors are palpably scared, worried, fretting. Most of all, they’re aimless, looking for direction. [...]
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