Prospecting http://wealthmanagement.com/taxonomy/term/6624/more en Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays <div class="node-body video-body">Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships.</div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 23 Jun 2016 15:30:00 +0000 1217191 at http://wealthmanagement.com One Big Thing to Acquire Affluent Clients, and More… http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more <div class="node-body article-body">Questions and answers stemming from the podcast/YouTube Stephen and Kevin Show.</div> <p><a href="http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more#comments Marketing Prospecting Practice Management Thu, 23 Jun 2016 13:33:00 +0000 1216981 at http://wealthmanagement.com Networking 3.0: Get Referrals FOR Your (Business Owner) Clients, Not From Them! http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them <div class="node-body article-body">Networking 3.0 is not about selling yourself, but instead about trying to understand the business needs of your clients and who they need referred to them.</div> <p><a href="http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them#comments Nerd's Eye View Prospecting Mon, 20 Jun 2016 11:01:00 +0000 1213281 at http://wealthmanagement.com Rawpixel/iStock/Thinkstock Mixing Serious Business With Summer’s Pleasures http://wealthmanagement.com/prospecting/mixing-serious-business-summer-s-pleasures <div class="node-body article-body">Weather does not prohibit financial advisors from mixing serious business with summer’s pleasures.</div> <p><a href="http://wealthmanagement.com/prospecting/mixing-serious-business-summer-s-pleasures" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/mixing-serious-business-summer-s-pleasures#comments Client Relations Prospecting Thu, 16 Jun 2016 14:43:00 +0000 1210481 at http://wealthmanagement.com <p>Take them out to the ballgame.</p> Copyright Doug Pensinger, Getty Images Stephen and Kevin Show Episode 31: 13 Differentiatiors for Financial Advisors, RocketReach http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-31-13-differentiatiors-financial-advisors-rocketr <div class="node-body video-body">What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out prospect's email addresses. </div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-31-13-differentiatiors-financial-advisors-rocketr" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-31-13-differentiatiors-financial-advisors-rocketr#comments Business Planning Client Relations Marketing Prospecting Practice Management Wed, 15 Jun 2016 18:00:00 +0000 1210221 at http://wealthmanagement.com Why Revenue-Sharing Referral Agreements Are Bad Financial Advisor Marketing http://wealthmanagement.com/marketing/why-revenue-sharing-referral-agreements-are-bad-financial-advisor-marketing <div class="node-body article-body">For most financial advisors, the single hardest part of growing the advisory business is simply getting new clients in the first place.</div> <p><a href="http://wealthmanagement.com/marketing/why-revenue-sharing-referral-agreements-are-bad-financial-advisor-marketing" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/why-revenue-sharing-referral-agreements-are-bad-financial-advisor-marketing#comments Nerd's Eye View Marketing Prospecting Practice Management Mon, 13 Jun 2016 11:01:00 +0000 1207281 at http://wealthmanagement.com Lukiyanova/iStock/Thinkstock Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-30-transitioning-cold-warm-prospecting-methods <div class="node-body video-body">In episode 30 we tackle three questions from our audience regarding cold calling, LinkedIn Groups and robo advisors. </div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-30-transitioning-cold-warm-prospecting-methods" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-30-transitioning-cold-warm-prospecting-methods#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 09 Jun 2016 14:00:00 +0000 1204891 at http://wealthmanagement.com Sales Lessons From Trump University http://wealthmanagement.com/prospecting/sales-lessons-trump-university <div class="node-body article-body">From a sales perspective, we can all learn from the “playbook” recently released from Trump University. </div> <p><a href="http://wealthmanagement.com/prospecting/sales-lessons-trump-university" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/sales-lessons-trump-university#comments Marketing Prospecting Practice Management Wed, 08 Jun 2016 14:56:00 +0000 1204161 at http://wealthmanagement.com Copyright Thos Robinson, Getty Images How To Turn Your Financial Advisor Website Visitors Into Prospect Leads http://wealthmanagement.com/prospecting/how-turn-your-financial-advisor-website-visitors-prospect-leads <div class="node-body article-body">Use your website to connect to visitors -- and keep in touch with them by having them sign up for an email newsletter.</div> <p><a href="http://wealthmanagement.com/prospecting/how-turn-your-financial-advisor-website-visitors-prospect-leads" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/how-turn-your-financial-advisor-website-visitors-prospect-leads#comments Nerd's Eye View Marketing Prospecting Mon, 06 Jun 2016 11:01:00 +0000 1201671 at http://wealthmanagement.com Volodymyr Krasyuk/iStock/Thinkstock Stephen and Kevin Show Episode 29: Common Sales Objections and Responses http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-29-common-sales-objections-and-responses <div class="node-body video-body">In this episode we tackle 3 common sales objections and give you our best responses. </div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-29-common-sales-objections-and-responses" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-29-common-sales-objections-and-responses#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 02 Jun 2016 14:00:00 +0000 1199121 at http://wealthmanagement.com