by Zack Miller on May 14, 2012
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 [...]
by Zack Miller on January 2, 2012
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 [...]
by Zack Miller on December 5, 2011
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, [...]
by Zack Miller on November 8, 2011
Building your expertise — your differentiated expertise — is key to creating a pipeline of warm prospects. By establishing your authority on a subject, you’ll soon find the users of your website begin to trust you. And we all know that TRUST is what closes prospects. TRUST is… what moves people through your sales pipeline. [...]
by Zack Miller on November 4, 2011
Online marketing is really just beginning to take off in the investment management field. I get asked almost daily from financial advisors and RIAs what they should be reading, what they need to learn, where they should spend their time to bring in new prospects. Like Stephanie Sammon’s recent LinkedIn poll of hundreds of financial [...]
by Zack Miller on October 31, 2011
I send actionable, how-to articles to thousands of advisors every week as part of my AdvisorInsider email list. Interested? Subscribe below. Subscribe to our mailing list :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: You can’t be good at everything you do. My grandfather impressed upon the value of specialization, of becoming really good at one thing and just running with it. [...]
by Zack Miller on October 21, 2011
I’m getting a lot of interest from financial advisors who want to drink from the whole social media fountain. Of course, blogging should be your home base for any of these activities – a place to send people if they’re interested in learning more. A place to organize and prioritize all your content marketing. The [...]
by Zack Miller on September 5, 2011
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Juicing your revenues and moving beyond AUM A lot of advisors I’m speaking to are telling me that they’re: growing revenues bringing in new clients generally have momentum to their businesses [...]
by Zack Miller on August 23, 2011
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. [...]
