In a constant and continual stream of social media messaging, where the average user is inundated with the typical “15 Ways to Retire” or “How to Save for College,” it is important for financial advisors and companies to be...
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor, you might leave work feeling a bit drained. The premise...
Recently, I was in the presence of a cynical financial advisor asking for “words of wisdom” in what was essentially marketing her services to cynical affluent prospects. ...
PHILADELPHIA — "I remember when our firm ran sales contests with things like a BlackBerry as the prize if you sold a certain amount of whatever product they were pushing,” recalled George with a smirk as he continued to make...
Using technology to cost-effectively brand your practice
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the right direction, but the...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else. ...
DETROIT — “I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?&rdquo...
Social media and mobile technology have become simple facts of life for the vast majority of Americans; wealthy clients are no different. They like Facebook and increasingly want to watch online financial videos. What they don’t seem to want to d...
