Do you make client acquisition too hard? Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects
Are you getting measurable results from your LinkedIn efforts?
Should I use LinkedIn to build my business? I regularly hear this question from advisors. Some have never tried it. Some have given it a sporadic effort. Others have spent money on automated programs that don’t work. My answer is always the same…”If you do it right, you’ll get
Is your business built around your ultimate clients?
Your ultimate clients set the direction for your practice. From helping you decide on your service model to building your team to attracting new clients, everything you do becomes easier when you have a clear definition of your ultimate client. That’s why the ultimate client selection process is a
Is your story memorable, repeatable and referable?
Where are you today? Does your business stand out from the crowd? Or are you guilty of “me-too” marketing? Let’s talk…I’ll call you. We’ll spend 15 minutes talking about your business during a fast track session. I’ll show you how to use the AUM250 Roadmap to build a memorable, repeatable
Can your business operate without you?
[Transcription] I can’t tell you how many times I’ve had an adviser tell me…“One of the reasons I love this business is I can play golf (insert favorite hobby) whenever I want.” Then I ask how often they would like to play golf…“I’d love to play three or four times a week
- 1
- 2
- 3
- …
- 12
- Next Page »