Not sure why…but a lot of advisors are afraid to set goals. But one thing I know for sure…to climb the success ladder, you need to: Know where you are today Develop a clear picture of where you would like to be and when And have a system for getting there For most advisory practices this can […]
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 […]
Do your prospecting results measure-up?
[Transcription] Simpler is better. And there is no place where this is more true than when it comes to adding new ideal clients to your practice. Than when you’re deciding how you will fill your pipeline with the right type of prospects who will help move your AUM to 50 million, 100 million, 250 million […]