In today’s chaotic financial environment, where people in general are feeling unsafe to take risks, a successful advisor needs more than the usual toolkit of sales and business skills to survive.
The number one business survival skill… is not sales, marketing, financial or time management. It isn’t emotional intelligence or customer service. And, it’s not social media savvy. Read More→
Everyone has blind spots. The question is, are yours getting in the way of your financial advisor business? The tough thing about blind spots is, they are invisible to us. Here is a clue that can help you determine whether you have a blind spot in your sales and marketing strategy: Read More→
I normally don’t promote others videos on my site, but this topic is so timely that I wanted to help get the word out. I’m not getting any compensation for promoting this, I just think Financial Advisors can benefit from it:
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?
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→
