Mastering Video Lighting

The pivot to video conferencing and recorded video content demands attention to detail, not just in the information shared, but in how it is presented. Arguably, the most misunderstood aspect of video production is lighting. The right lighting can elevate the professionalism of your videos, while the wrong lighting can crush your credibility. This is […]

3 Key Indicators It’s Time to Hire

Top teams don’t wait for staffing needs to become pressing before taking action. Instead, they focus on preparing for future demands rather than reacting to current shortages. This strategy, known as “capacity-leading-demand,” contrasts with the traditional “capacity-lagging-demand.” It’s an approach that calls for strategic thinking and foresight, understanding that staffing decisions are about preparing for […]

40 Video Ideas for Financial Advisors

We’re big believers in video marketing. We’ve seen first-hand how it’s helped financial advisors create awareness in their local markets and acquire new clients. In today’s digital world, you can go from relatively unknown to a household name in a matter of months. Regardless of the social network you choose, video is the way to […]

5 Gifting Principles for Financial Advisors

In a business where relationships matter, the act of giving can strengthen client and prospect bonds. A simple gift can show that you’re in tune with what’s happening in someone’s life and that you care enough to act on it.  I’m sure you have great examples of gifting done right and can speak to the […]

7 Ways Financial Advisors Instantly Appear Salesy

We’ve long said that most financial advisors could be more proactive in selling their services. We think you should have confidence in your offerings and be willing to tell people about them. That said, the line between being proactive and being salesy can be thin. There’s balance to strike and some pitfalls to avoid. Here […]

Should I Name My Advisory Firm After Myself?

Decades ago, naming your business after yourself was the norm. Whether it was Ford, Kellogg’s, or Disney, it was the easy and logical choice. For those naming or renaming an advisory firm, we’d make the case to go with another option. Here are three reasons why:  Don’t get upset with us if your name is […]

Boost Your Business with Client Advisory Boards

We’ve long debated the usage of client advisory boards. Are they a valuable addition to your practice? Or just a ploy to get more referrals? The verdict? Well, it all depends on how you use them. We’ve seen more than a few advisors go down this path purely for the referrals. Their advisory board meetings […]

One Question to Drive Your Marketing

In a St. Louis dive bar, a financial advisor recognized me as the next day’s speaker and posed a critical question: “How do I know which of my digital marketing tactics actually bring in clients?” This encounter sparked the idea for this article. The Attribution Challenge The sales process is a complex, multi-dimensional journey. Prospects […]

Unleash Team Potential

In an industry driven by client relationships, a motivated team can significantly improve your service quality, your client loyalty, and your bottom line. When team members have high morale, they’re more likely to go the extra mile for their team and their clients. This all starts with leadership. Many of you began your careers independently, […]

5 Secrets to On-Camera Confidence

Picture this. You’re in a dazzling office space in midtown Manhattan. You’re on set with the latest video technology, ideal lighting, and a highly trained film crew. It’s a perfect opportunity to capture a video that showcases your team’s process and differentiators. There’s only one problem. You’re a little nervous.  We just finished a high-end […]