As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting...
The lines between our online and offline worlds are becoming more blurred every day. Social media is no longer its own separate entity sitting in left field; it’s woven into our everyday culture. Using...
Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better. The NFL season is just around the corner and fantasy football is growing in...
In our studies of the industry’s elite, we see a variety of techniques for pipeline management. Some advisors stick with yellow notepads, others create spreadsheets and others customize sophisticated CRM...
We understand the challenge for new advisors – the primary driver of any good marketing strategy is client referrals and introductions – but new advisors don’t have many clients. The secret ...