Prospecting http://wealthmanagement.com/taxonomy/term/6624/more en Eight Phrases Prospects and Clients Don’t Want to Hear http://wealthmanagement.com/client-relations/eight-phrases-prospects-and-clients-don-t-want-hear <div class="node-body article-body">There are endless articles on what to say when meeting with clients and prospects. But just as important as what to say, is what not to say. </div> <p><a href="http://wealthmanagement.com/client-relations/eight-phrases-prospects-and-clients-don-t-want-hear" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/eight-phrases-prospects-and-clients-don-t-want-hear#comments Client Relations Prospecting Practice Management Thu, 26 May 2016 11:00:00 +0000 1193291 at http://wealthmanagement.com kraftmen/iStock/Thinkstock Stephen and Kevin Show Episode 28: Five Growth Tips for New Advisors http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors <div class="node-body video-body">Are you a new advisor? Or, do you have a new advisor on your team? If so, don't miss this episode. We offer five growth tips for new financial advisors. </div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors#comments Business Planning Client Relations Marketing Prospecting Practice Management Wed, 25 May 2016 14:00:00 +0000 1193151 at http://wealthmanagement.com Stephen and Kevin Show Episode 27: 10 Creative Ways to Touch Base With Prospects, iPhone Hack http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack <div class="node-body video-body">In episode 27 we share an iPhone hack to free up space and 10 creative ways to touch-base with prospects.</div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 05 May 2016 14:00:00 +0000 1176131 at http://wealthmanagement.com Stephen and Kevin Show Episode 26: Surprise Special Guest, Winning the Mental Game http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game <div class="node-body video-body">In episode 26 a surprise special guest pops in (literally), and we discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control. </div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game#comments Business Planning Client Relations Marketing Prospecting Practice Management Fri, 29 Apr 2016 14:00:00 +0000 1171661 at http://wealthmanagement.com Ten Creative Ways to Keep Cold Prospects on Life Support http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support <div class="node-body gallery-body">Here are some creative ways to stay in touch with prospects who have given you the Heisman.</div> <p><a href="http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support#comments Business Planning Prospecting Practice Management Thu, 28 Apr 2016 14:24:00 +0000 1170421 at http://wealthmanagement.com Stephen and Kevin Show Episode 25: The Facebook Edition http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition <div class="node-body video-body">In episode 25 we discuss how a personal Facebook account can help you deepen client relationships, find money-in-motion opportunities, and get targeted introductions to prospects.</div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 21 Apr 2016 14:00:00 +0000 1164841 at http://wealthmanagement.com Stephen and Kevin Show Episode 24: Bill Winterberg, YouTube Strategy, Cybersecurity, Pinball http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity <div class="node-body video-body">We're back with special guest Bill Winterberg. We discuss YouTube strategy, Cybersecurity for yourself and clients, and pinball. Enjoy! </div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity#comments Business Planning Client Relations Marketing Prospecting Practice Management Fri, 15 Apr 2016 14:00:00 +0000 1160281 at http://wealthmanagement.com Seven Tips for Building A Professional Network http://wealthmanagement.com/practice-planning/seven-tips-building-professional-network <div class="node-body gallery-body">Cast a wide net to develop relationships with a broad range of professionals</div> <p><a href="http://wealthmanagement.com/practice-planning/seven-tips-building-professional-network" target="_blank">read more</a></p> http://wealthmanagement.com/practice-planning/seven-tips-building-professional-network#comments Practice Planning Prospecting Fri, 08 Apr 2016 14:21:00 +0000 1154221 at http://wealthmanagement.com Stephen and Kevin Show Episode 23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-23-firing-clients-best-client-gift-ideas-crowdsourcing-gone <div class="node-body video-body">In our latest episode we discuss how to fire clients, extremely creative surprise and delight ideas, and instances where crowdsourcing goes terribly wrong.</div> <p><a href="http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-23-firing-clients-best-client-gift-ideas-crowdsourcing-gone" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-23-firing-clients-best-client-gift-ideas-crowdsourcing-gone#comments Business Planning Client Relations Marketing Prospecting Practice Management Mon, 28 Mar 2016 14:00:00 +0000 1143941 at http://wealthmanagement.com Stephen and Kevin Show Episode 22: 10 Personal Details You Should Know About Your Best Clients http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-22-10-personal-details-you-should-know-about-your-best-clie <div class="node-body video-body">Business is about relationships - we all know it. Building deep relationships involves connecting with clients on a personal level. </div> <p><a href="http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-22-10-personal-details-you-should-know-about-your-best-clie" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/stephen-and-kevin-show-episode-22-10-personal-details-you-should-know-about-your-best-clie#comments Business Planning Client Relations Marketing Prospecting Practice Management Mon, 21 Mar 2016 14:00:00 +0000 1138801 at http://wealthmanagement.com