It’s common understood that LinkedIn is the top online community for high-net-worth individuals. So when financial advisors are aiming to connect with their ideal clients, it’s a perfect place to start. As an advisor, if you’re not fully versed on the breadth of opportunity that awaits you on LinkedIn (and how to use the platform […]

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 from everyone else out there […]

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 done right, can be a […]

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 With fee-only business models becoming […]

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 Win Friends and Influence People, […]