In 2008 we were faced with a black swan event. Fast forward to 2020, we are now in the midst of another one. But no one saw this black swan event coming. Naturally, most people are feeling some degree of panic. We are being bombarded constantly with new information and the rate at which new …
Advisors, Don’t Let These 5 Investor Biases Derail Your Strategy Read More »
Are you subscribed to iris.xyz? I believe that iris.xyz is an invaluable source of advisor-focused information that features some of the best writers in this space. I was particularly impressed by Don Connelly’s article: How to Eliminate the Competition Because You ARE Different. Considering how saturated the advisor-space is, it’s no longer enough to be …
5 Reasons for Advisors to Differentiate Themselves Right Now Read More »
What’s keeping you from starting your own podcast? For many financial advisors, the resounding answer is “compliance!” You might consider compliance to be “the business prevention department.” I used to feel that way. I can remember times when a client and I would come up with a great idea for a podcast only to get …
Answers to Financial Advisors’ Top Podcasting and Compliance Questions Read More »
For the past few months, I have been lucky enough to travel to different conferences to do something I love: speak. One of the things about being a speaker is that you get to watch other speakers either kill it or struggle in front of an audience who knows they are not delivering their best …
4 Recommendations to Make Your Next Presentation a Hit Read More »
In every industry, decision-makers are constantly challenged to improve their offerings, to find new products to better meet client expectations and needs, and, just overall, to continue improving. But you cannot make changes without a reason or a plan, just for the sake of offering something new or refreshing your product. Most likely, if you …
3 Stages To Creating New Offerings That Your Clients Will Value Read More »
For years, advisors have been able to grow their businesses by using referrals and seminars. In our podcast, we often talk about why those strategies have been successful for advisors so far. While those two ways of prospecting show decent results for advisors, having a good digital communication strategy in place is proving more and …
Communication has fundamentally changed. As an advisor, you must communicate with your clients and prospects in the medium they prefer, while they are there. This is the truth we live with today. I’m talking about getting your firm active on social media. There are many companies out there who will take care of this for …
10 Social Media Tools to Elevate Your Team’s Skills Read More »
A while ago, I was given the gift of interviewing Celeste Headlee for our Top Advisor Marketing Podcast. Celeste is a well known public radio journalist, news reporter, podcaster, and author. Considering that her book Heard Mentality has been a go-to for me — my reference manual to being a podcast host — you can …