Have you been working hard to recover lost ground in your financial practice (and nothing is working fast enough?) You don’t see another fix, (but know if you could it would make all the difference to your business?)
Chances are, you are suffering from a blind spot. Exactly what does that mean, and why should you care? Read More→
Do you know what a Facebook Fan is worth? $136.38! That’s according to a June study by Syncapse . Not only that, it turns out Facebook Fans are 28% more likely than non-fans to continue using a brand and 41% more likely than non-fans to recommend a fanned product to their friends
While this report may not directly apply to financial advisor and investment firms, it points to a new and largely untapped referral source for savvy financial advisors.
Here are 7 steps for a successful – and compliant – Facebook Page for your business…and turn on your referral engine: Read More→
Heard today at the NAIFA-FL 78th Career Advancement Conference and Expo:
Advisors who are able to reach out, connect on a personal level and become the expert who confidently advises clients, have a fantastic opportunity in today’s unprecedented times of change.
How prepared are you for the challenging conversations in your practice?
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Givers Gain: the belief that when (business) people… help others… and achieve (their) goals, they usually gain the most out of the experience – through a reciprocal benefit.” (Wikipedia). Since real-life examples of this belief-in-action inspire us, here is one from me to you (and a request) to remind you of how this belief can work to benefit your business:
The GIVE: In prior posts, I’ve noted I’m a member of NAIFA-Tampa, a financial advisors professional association. They recently asked for my help at their recent charity golf event for Epilepsy (see picture). I’ve also pinch-hitted as a speaker and moderator for them a couple of times. Not big investments of my time, and a nice way to personally connect with my target market.
The GAIN: In casual conversation with one of the group’s leaders, he suggested linking my free online advisor assessment to their website as a member benefit. But there’s more: Read More→
Whether you are an RIA or RR, you have a wealth of professional resources available to support your business. One such active association is NAIFA, the National Association of Insurance and Financial Advisors. NAIFA offers members many educational and technical resources, along with the support of dedicated professionals who comprise this proactive group. NAIFA is just one of several organizations who work to represent the interests of financial advisors on the hill, and who serve to promote integrity, honor and community service within the local areas in which they operate.
As a member of the Tampa chapter of NAIFA, I recently moderated a panel of advisors who were honored by their peers. You can read about it here: http://bit.ly/byYdT1
Which groups do you participate in and support with your time and contributions? How do you benefit from them?
Please share your comments here in the interest of professional development.
Thanks!
Today I had the privilege of moderating a panel comprised of four Financial Advisors being honored by NAIFA. Called “4 Under 40″, each advisor was nominated by their company for their outstanding performance.
As a coach for Advisors, I was delighted to come up with questions for them to answer, introduce them and hear their answers from their perspective of youth. What I did not anticipate were the questions from a completely engaged audience, which reflected a deep desire to learn from these young advisors. Read More→
