Trust and ease are the two most important factors in business and in life. You can talk all you want about your process and products, but if your prospects and clients don’t trust you, your financial advisory will face an uphill battle… and if you find yourself saying, [...]
When I entered the job market in 1986, someone told me that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And I get it, if you were from a generation who had jobs for life, that seemed short. The reality is that job [...]
When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]
On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]
Is your RIA firm adding new advisors? If so, make sure your firm avoids the mistake of an uncoordinated sales effort and follow THESE TIPS on how your financial advisory firm can achieve sales success.
On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies. It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it [...]
If you're in the financial advisory business and are struggling to differentiate your firm from the pack, I know why. You MUST ask yourself these key questions about your business if you want to effectively stand out to attract new clients.
Over the course of the past few weeks, Mike & Greg have ranked their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Their final pick is first party data acquisition. Gathering first party [...]
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Webinars became an important piece of the marketing mix with the [...]
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Event leads are a critical part of any financial advisor or institution's external [...]
