How Elite Advisors Fully Capitalize on the Holiday Season
How would you like to capitalize on the holiday season like an elite advisor? I’m sure many of you would be nodding in the affirmative. Their secret can be boiled down into one word – planning. Which, by-the-way, is the one word that defines every aspect of an elite advisor’s high level of professionalism. Nothing […]
Combat Complacency & You’ll Likely Reach Your Potential
Allow me to ask you a question: if I shared with you the #1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it? That […]
5 Questions to Find the Perfect CPA Partner
We’ve seen many financial advisors try and script their first meeting with a CPA with little to no success. For starters, we’re dealing with people and it’s hard to predict what others will do or say. Not to mention, there are many directions the first meeting can take. You might be getting introduced over lunch, […]
How to Activate the Trust Factor within Your Team
Trust is the lubricant of all successful commerce and organizations that have it develop loyal employees. They rarely struggle with high-turnover, low productivity, or an unmotivated workforce. As natural as night following day, internal trust within an organization breeds external trust outside the organization; clients, strategic partners, vendors, and overall reputation. My guess is that […]
Tips for Prospecting at Seasonal Gatherings
As I’m sure that you’re well aware, social gatherings during the holiday season are a natural environment for networking, mingling, and being seen. They present a unique opportunity for strategic prospecting – the opposite of “going through the motions.” However, there are a number of nuances that accompany the holiday season with regard to prospecting […]
How Do the Affluent Search for a New Financial Advisor?
Imagine for a moment that you’re an executive at a local company in town. You and your spouse have determined that you need a financial advisor. How do you begin your search? The answer to this question is pivotal in the world of financial advisor marketing. Why? Knowing how the initial search takes place provides […]
How Elite Advisors are Capitalizing on the Robo Movement
Back in the early 19th century as the Industrial Revolution unfolded in England, a group of workers who were opposed to all the technological change (fear of losing their jobs from the disruption) attacked factories and destroyed machinery as a means of protest. They were inspired by Ned Lud, hence the term luddite (a person […]
9 Words You Should Never Say in Sales
There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kill your positioning, make you seem pushy, or showcase a sales-first mentality. Not only should these words be avoided in sales scenarios, they should be avoided in talks with clients, team members, and centers of […]
Are You Living a Success Mindset?
What would you think if I told you that the majority of financial advisors in your area, your alleged competitors, are not real competition at all? It’s a bold proclamation, but it’s my position that most advisors don’t have the mindset needed to compete at a high level. They might have had this “success mindset” […]
Do the Affluent Download Whitepapers?
Many social media advertising campaigns follow a similar formula. I’ll give you something of value if you give me something. These ads dangle the proverbial “carrot” in exchange for contact information. Oftentimes this “carrot” comes in the form of a whitepaper, webinar, or another “lead magnet” that’s enticing enough to justify someone providing their email […]
