Not every prospect is the same. As a financial advisor, you must know how to identify the different kinds of prospects so you can adjust your processes/conversations to give them the best experience. In the most recent episode of The Customer Journey, Greg and Mike will identify [...]

Do you want to have a better handle on your financial advisory's client and prospect engagement? Tracking and analyzing these metrics is critical to making the most of your campaigns. On this week's episode of The Customer Journey, Mike and Greg discuss tracking client and prospect engagement. [...]

Finding innovative avenues for growth is paramount. One often overlooked goldmine is right at your fingertips - your existing customers. Our latest video delves into the transformative concept of viewing customers not just as patrons but as integral partners in your prospecting journey. Your customers are more than [...]

As a financial advisor, it's critical that you understand branding and brand differentiators. Making them work for you can be the difference between an effective and ineffectual growth strategy. On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their branding techniques. [...]

On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their relationships with their customers by actively listening. If you’re talking at someone more than truly addressing their wants and needs you may be Telling more than Selling. There is a difference and [...]

Welcome to Episode 20 of The Customer Journey! Last week, Mike and Greg talked about the major disconnect between an advisor and a prospect which was understanding their wants and needs. This week, they'll talk about what it means to be professionally informal during the customer journey. Relationships [...]

Join Mike and Greg as they delve into the major disconnect between financial advisors and prospects. They'll explore what financial advisors want and need from their prospects, and equally important, what consumers are seeking in a prospective advisor. To bridge the gap and establish a deeper connection, it's [...]

The commonality between effective messaging and successful campaigns goes far beyond charts and statistics. The biggest thing they have in common is human emotion. Potential and current clients are buying into you and the person you are, so bringing that emotional tether into your campaigns is crucial for [...]

If you're looking to grow your financial advisory business and take it to the next level, it's crucial to consider how to address your competition. But before you look around at what your competitors are or aren't doing, it's crucial to understand a larger roadblock to sales success: [...]

For 2023, you may have lofty goals and plans of action. But before you begin to execute, is your plan to grow your business or to scale it? You may have equated the two terms in the past, but there are some key differences that matter for your [...]