Set a Target for New Ideal Clients
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 […]
How To Use Your Expertise to Generate Better Leads
They say “An old dog who refuses to learn new tricks shouldn’t be allowed to raise puppies.” I don’t remember who first said it, but it makes sense. Yes, there are always going to be new things to learn. There are always going to be new challenges to growth as you continue to build […]
You’re An Advisor, But Are You An AUTHORITY?
Hi. Rob Brown of Encore Partners here. I have a question for you: Are you an authority? You know, I bet you are. I bet the way that you take care of the unique set of clients that you work with makes you an authority. It makes you referable. But the truth is, most advisers […]
4 Questions You Need to Answer When it Comes to Attracting New Clients
Does any of this sound familiar? “Prospecting is becoming more difficult.” “It’s hard to deliver first class service and attract new clients with a full book.” “Getting in front of a potential “ideal client” as frequent as I would like to and finding the time to follow through…” “I have trouble finding prospective ideal clients […]
Does your website make you look like you have your pants down?
My mom never let me wear underpants with holes in them. She wondered what the doctors and nurses would think if I was ever carted off to the emergency room. Kind of silly, I know. But she wanted me to look my best at ALL times.
After all, I rarely ran around with my pants down. What does this have to do with advisor websites? A quick look around and you see too many advisors have websites and social media profiles that make them look like they’re running around with their drawers dropped to knee level. Read More