When it comes to the financial advisory business, it can seem like it's all about leads. Leads beget prospects which beget clients for your business. But here’s the thing. Lead generation isn’t the first step, customer service is. Without outstanding customer service that responds to and genuinely engages [...]
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 [...]
We’re so proud to be entering YEAR-10 in Business! We’ve gone from interlopers in the financial space to true thought leaders. Today, we work with the biggest advisories and institutions in America, generate BILLIONS of dollars worth of leads, help guide our clients run more efficient and scalable [...]
In the financial industry the ONLY thing you have that is unique is YOU. Are you using it to close business? Is it irrefutable? Does everyone in your organization know it by heart? Can it really help you build foundational revenue? If not... it’s time to invest in [...]
When it comes to bringing your prospects all the way through to becoming clients, you may feel a sense of achievement when you land that new client. It can feel like you just won a football game, but the game's not over! Are you keeping your clients and [...]
When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to your clients and executing on financial strategy... but believe it or not, to acquire and retain those clients, you're actually in the marketing and sales business too! On The Customer Journey [...]
Let’s commit to stop chasing shiny objects in 2023 when it comes to setting our goals. Your financial advisor firm will never make a 5-year goal without hitting a 1-yr goal. So let’s start with… Manageable goals Calendarized benchmarks Super communication to your team Discipline to avoid adding [...]
When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to clients and executing on financial strategy... but believe it or not, to acquire and retain clients, your business strategy must include marketing and sales too! On this episode of [...]
We’ve spent the last 10 years mining first-party data exclusively in the financial world. And after hundreds of millions of data points and years of provable results, we can tell you who your next big client will be. Imagine having 1,000 people in your database and knowing the [...]
We’ve spent years studying first-party data to make it monetizable. After literally millions of emails the verdict is in... and it’s empirical. Thoughtful, authentic, and consistent email nurturing is creating billions in production for some of the most successful firms in America. And it’s cutting their closing time [...]
