Prospecting

Instead of asking your standard run-of-the-mill questions, help your prospect think through the consequences of action versus inaction

In the world of financial advice, many advisors make similar claims.  High level service…comprehensive wealth management…expert investment selection&hellip...

An advisor told us the other day that he had $50MM in his pipeline.  While that sounds great above the surface, if you dig a little deeper you find that this advisor has done a lot of speculating.  Turns out, he wasn’t...

Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...

Think being young hinders your prospecting?  Think again!  Let’s look at the facts...

Marketing jargon is the quickest way to turn people away from you on social networks, says Crystal Thies, also known as the “LinkedIn Ninja.” Working with advisors and those in other regulated industries, Thies advises her clients to...

Many advisors see LinkedIn as a static webpage.  A place they create a profile and let it forever sit like a modern-day yellow page listing.  These advisors are missing the point.  Getting found on LinkedIn is a living and breathing commitment – ...

Forgiveness of firm retention packages turns the heat up on recruiting.

Facebook just turned ten years old.  Wow!  Does that officially make Facebook a pre-teen?  Regardless, we decided to dig deeper into Facebook in our latest research study. In our 2014 Financial Advisor Social Media Study, we asked advisors what ...