Are you ever too busy to follow-up with your active prospects? Have you ever allowed a lead to slip through the cracks? Though these may sound like silly questions, I often speak with successful financial advisors whose biggest “problem” is finding time to keep up with their leads. Thanks to referrals, networking and other marketing […]
Are you missing your chances for quick wins?
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 know that you’re open for […]
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 results.” And that’s why I […]
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 and referable story. Click here […]
3 Key Steps to COI Success
It almost goes without saying…Centers of Influence (COIs) who send you a steady flow of high quality referrals are invaluable. Whether they’re other professionals, networkers, or just folks who want to help you succeed, they can introduce you to the “right type” of clients. Yet most advisors report COI relationships that are inconsistent at best. […]