Browsing articles in "Advisor Prospecting"

Talking about the Future of Referrals

Sep 28, 2017

In recent separate posts, Julie Littlechild, Stephen Wershing, and I have been all about referrals and building your referability. This week, the three of us talk to each other – and to you – about what’s now, new and next in advisor referability.

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The Elements of Referability

Jun 29, 2017

If you’re not getting the referrals you think you deserve, you may need a new approach. We’ve been researching the “elements of referability,” and are now sharing what we’ve learned.

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How to Profitably Serve Millennials Marg, Chip and Drew

May 30, 2017

Millennials Marg, Chip and Drew don’t want the same planning process and level of service that you provide your HNW clients. And you don’t either, because it won’t be profitable. You need to find a service model that meets their needs and makes sense for your business.

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Segmenting the Millennial Market: Meet Marg, Chip and Drew

We recently surveyed more than 600 millennial investors. By the time you’re done reading this 4-part blog series on the results, you’ll be armed with a plan to develop marketing and service models to fit their needs, while also staying true to your firm’s business objectives.

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Key Questions to Ask Millionaires to Build Trust

Apr 20, 2017

Building a system of trust is key to attaining your ideal clients. Grant Hicks, president of Advisor Practice Management, says it’s all about knowing the right questions to ask, and when and how to ask them.

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4 Ways to Create Positive Client Experiences (and Get More Referrals)

Apr 13, 2017

If you want better and more frequent referrals, you have to give your clients a reason to think of you. Better service is one way to do it. You just need to change the focus from what you can’t control to the things you can.

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A 3-Phased Approach to Cost-effectively Acquire Millennial Clients

The costs associated with acquiring millennial clients can be high, mostly because closing rates can be relatively low. So if you’re serious about developing a sustainable business model to serve this generation, it’s vital that you develop an effective lead and vetting process.

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Advisors: Just How Referable Are You? Find Out

Mar 23, 2017

Most advisors want to grow. Most grow by referrals. If you want help identifying where you can focus your efforts to attract more referrals, now is your chance.

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Advisors, If You’re Not Doing Social Media, You’re Doing it Wrong

Back in the early 1900s, a stockbroker named Henry S. Haskins said, “Panic at the thought of doing a thing is a challenge to do it.” He could have been talking about advisors using social media (you know, if it wasn’t the early 1900s). Luckily, our social media manager Heather Wilson is here to encourage you to give it a shot and “fake it ‘til you make it.”

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Building Your Brand to Get Quality Referrals

Are you happy with the quantity and quality of referrals you’re getting? If not, the issue may lie with the way you are branding (or not branding) yourself. Today’s guest post from Tactibrand’s Kirk Lowe sets the table for an ongoing series on advisor branding.

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