Just talk to people... Sometimes we make growth too complicated. Adding new ideal clients all boils down to "talking to people." Just a couple extra
Big Fat IDEAL Client Lie
The big fat IDEAL client lie… “I only take on clients with a minimum of [FILL IN THE BLANK] in investable assets.” This minimum is usually too
Beware of the Foolishness of Marketing Wizardry
Stop it! If you think an expensive marketing gimmick is going to put you on a path to explosive AUM and revenue growth… You’re WRONG. I’ve
The truth about financial advisor marketing…
When a financial advisor tells me: "My biggest problem when it comes to growing AUM is that I don't have enough QUALIFIED prospects on my
Have you mastered the art of the self-introduction?
Imagine this! Tomorrow, you're going to be interviewed on a show that everyone in your niche market watches. You'll get a chance to talk about
Online Training: Create a Clear Path to Greater Purpose, Productivity and Profits
Attention: Financial Planners and RIAs This might sound shocking to some, but building a 7-figure and higher business is NOT just about adding
How does market risk impact your practice?
As a financial advisor, I enjoyed risk conversations. It wasn’t because I was a doomsayer or compliance nut. Risk-related discussions simply helped
Why Your Unique Client Proposition is Your Best Tool for Generating New Business
"How can I generate MORE leads?" Trick question (or not). I hear it all the time. From established RIAs with hundreds of millions of dollars
Too Busy to Call Prospects?
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