How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
The lines between our online and offline worlds are becoming more blurred every day. Social media is no longer its own separate entity sitting in left field; it’s woven into our everyday culture. Using social media to engage with...
Nobody likes to be sold to, especially today’s affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. ...
Boston: “You continually talk about the importance of asking questions, do you have a list of questions in any of your materials?” asked Taylor during a break in our Rainmaking workshop...
In our studies of the industry’s elite, we see a variety of techniques for pipeline management. Some advisors stick with yellow notepads, others create spreadsheets and others customize sophisticated CRM systems. Our conclusion...
If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help...