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 core element to my AUM250 […]
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 Get 25 Referrals in Two Weeks
Early last year, I worked with an advisor who picked up 25 referrals over a two week period of time. Just by adding one new agenda item to the client review meetings he had already planned. He had only received about a dozen referrals in the previous year, so he was very excited. What was the […]
Do you get in the way of your own referral opportunities?
Today’s installment is about “Mr. Advocate” and how to get out of your own way. I coached a financial advisor. We’ll call him Jay. His star client was one of the most respected businessmen in town. Moreover, he was giving Jay referrals right and left. Major issue. Jay did NOT follow-up on a single one. […]
Are You Firing Straight or Shooting Blanks on Referrals?
All too often, clients and connections greet the referral question with a blank stare. They’re caught off guard because they don’t have a specific point of reference. They would like to help, but they don’t know where to begin. Some advisors allow their referral strategies to become cumbersome and clunky. Is that you? If so, […]
[Case Study] How To Increase Your AUM By 50% In Under 90 Days Without Cheesy Gimmicks
Watch this video to the end and you’ll receive a great technique that you can put to work in your business today. A technique that helped one of my clients grow his assets under management by 50% in about 90 days and there were no gimmicks. Before I get into the details, I want to
Referrals through Advocacy – LinkedIn Style
Without question, advocacy is the most powerful method for gaining referrals. And equally undeniable is the fact that referrals account for the vast majority of new clients. Now, LinkedIn helps advisors make it easier than ever. Read More