With hundreds of thousands of financial advisors and planners across the United States, not to mention hordes of other financial services and insurance professionals who provide similar services, how can consumers possible tell one from another. As a financial professional, you may have a clear idea of what distinguishes you […]

As an advisor, it’s easy to assume you know and understand what your prospects want. However, you can never fully know if you are fulfilling the needs and wants – mostly wants – of your target market unless you ask them. Asking your prospects is a simple idea that, when […]

There are a number of common mistakes financial advisors make when trying to attract high-quality clients. Avoiding these mistakes can mean the difference between struggling or running your business smoothly, with a steady stream of clients willing to pay you what you are worth. Not Distinguishing between Price and Value […]

As consumers, we’re funny in the way we make decisions. We like to think that logic plays a major role in deciding how to spend our time and money. But, the truth is, the vast majority of our decisions are driven by emotions. As Dale Carnegie, author of How to […]

I hear from Advisors all the time about their experience with Facebook ads. …that they “don’t work,” or that they’re “great at getting the phone ringing,” or that the lead quality is “terrific” or “terrible. And when I dig deeper, one thing we find in common with most Advisors who […]