9 Ways to Use Video Within Your Advisory Practice
There’s no doubt that the future is video, but when most financial advisors think of video they typically just consider one application – education. While that’s great, the opportunity for utilizing video within your practice is much greater. Here are nine ways we’ve seen advisors utilizing video within their advisory business: 1. Event Videos: Hosting […]
The 2020 Team Resolution Challenge
I’m sure you’re aware that the typical New Year’s resolution doesn’t last very long. According to research conducted by Strava, the social network for active people (runners, cyclists, etc.), most people give up on their resolutions in less than two weeks. By analyzing over 30 million activities in January 2018, Strava was able to identify […]
How One Elite Team is Raising the Bar for 2020
I’d like to share a recent conversation from a long-time coaching client of ours. Not only did they have a record year in acquiring $250 million in new assets, their focus on 2020 was just as impressive, if not even more so. They had just gone through a critical assessment of their past year’s marketing […]
10 Tips for Preparing for a Sales Meeting
Getting ready for a big meeting with a potential client? Preparation matters. This is a fact that’s most evident when you’ve under-prepared for a meeting. There’s nothing worse than that feeling of regret when you didn’t do your homework, forgot your files, or had a hard time finding the meeting location. Here are ten tips […]
Understanding Cognitive Bias
Recently, I was having a conversation with a long-term friend. He knows that I am a healthy eater and that I eat little red meat, which is precisely why he brought up the subject. Looking to needle me a bit, he referred to my eating viewpoints as “misinformation by my so-called experts.” My experts?!? My […]
How to Write a Financial Advisor Video Script
If shooting a great video was as easy as pulling out your phone and jabbering away, everyone would do it. While some make it appear that easy, a video that’s done well typically has extensive behind-the-scenes preparation. Although a lot of work goes into shooting good videos, it doesn’t have to be overly complicated. We […]
A Recipe for Dealing with Tough Prospects
Have you ever found yourself flustered while trying to have a discussion with a tough prospect? I certainly have. It’s not very enjoyable, and if you’re not careful it can create a mental speed-bump that could hinder your future prospecting efforts. I’ve taken the liberty of adapting a recipe outlined by Dr. Karin Tamerius in […]
5 Steps to Strengthen Goal Motivation for Your Team
Every financial advisor who has successfully made a career for him or herself understands what is required to both set sales goals (or have them set for you) and achieve sales goals. Alas, the hard reality is that those who are unable to set and achieve sales goals, no matter how well-intentioned or educated, fall […]
Setting Goals and Sticking to Them
It’s that time of year again. Time to reflect, time to give thanks, and time to set goals for next year. The question is not whether you’ll set goals; it’s whether you’ll actually stick to them. Strava (the activity tracking company) analyzed data from over 100 million uploaded exercise activities. They uncovered that New Year’s […]
Thanksgiving Greetings!
In light of our current polarized environment, I wanted to share one of my favorite poems titled “Achievement.” Written by 19th-century author Robert Louis Stevenson, famous for penning classic books such as “Treasure Island”, “Kidnapped” and “Dr. Jekyll and Mr. Hyde” – his poems were another one of his passions. I’ve taken the liberty of […]
