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.
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.
There’s real, tangible value in communicating your brand. When you show people who you are and tie it to what you can do for them, it makes a compelling case to do business with you.
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.
You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.
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 […]
We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).
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.
Dwight D. Eisenhower was right: “Plans are nothing. Planning is everything.” If you want to host an event to thank your clients (or get new ones), make sure you do your homework first.
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?