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.
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.
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.
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.
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.”
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.
In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]
I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.
If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.
Advisors are really good at giving advice. But when you do it for a living, it can sometimes be a challenge to take advice from others. Is that mindset keeping you from growing?