This is the time of year when our corporate initiatives get real. There are lots of things that make some organizations better at achieving them than others... but here are three for you to consider today... 1) Start less and finish more... have the discipline to NOT chase [...]
When we first began our digital media department we had success from the start. We were able to get 100 leads, fast... and for about $20 per lead. But our clients would get bummed out because only a few of them would book appointments. We felt bad at [...]
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 [...]
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 [...]
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 [...]
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.
We work with some of the most successful financial advisory offices in America and we’ve had the good fortune to watch them grow their staffs. For most, it’s been a completely enriching experience for all involved, but for some, it’s a frustrating revolving door of staff members. If you’re on [...]
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.
