Identifying the right prospects on LinkedIn is critical to receiving introductions with real potential. Your connections have hundreds of connections, making introduction possibilities seem endless. This can be deceiving....More
Transitioning your social media strategy from online to offline is one of the major challenges we hear from the financial advisors we coach. The solution to this common difficulty takes finesse and involves thoughtful offline conversations....More
Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums, and a more tech-centered financial experience....More
A client’s onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help....More
As you build your first-degree connections, the amount of information available to you can seem insurmountable. However, having vast amounts of information at your fingertips can mean major opportunities if you have a way to capture and manage it....More
Most financial advisors have been told time and time again that effectively using social media is important to growing a practice. Now they are hearing it from clients, according to a recent survey by Fidelity...More
Earning a person’s trust starts with your reputation as a person. It officially begins with your first encounter, and then continues throughout the life of your relationship; personally and professionally....More
Passion is an underrated sales tool, mostly because it is difficult to measure and even more difficult to teach. What makes passion so effective in sales is that it cannot be faked, it is a raw human emotion that must come across as genuine or prospects can sense it....More
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's.
I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible.
Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More