One Big Thing to Acquire Affluent Clients, and More…
One Big Thing to Acquire Affluent Clients, and More…
Jun 23, 2016
We recently launched a podcast/YouTube show driven by actual questions from financial advisors. For lack of a better name, we call it The Stephen and Kevin Show. Our objective with the show is to bring advisors REAL value and engage directly with...
Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays
Jun 23, 2016
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual...
Stephen and Kevin Show Episode 31: 13 Differentiatiors for Financial Advisors, RocketReach
Jun 15, 2016
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
standing out in crowd
Breakaway Advisors Seek Brand Dominance Amid Crowded Industry
Jun 15, 2016
It's no secret wirehouse advisors are exiting, and exiting fast. With a new era of investing upon us predicated on unpredictable volatility and tightening from the Department of Labor (DOL) with an embrace of fiduciary responsibility...
Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods
Jun 09, 2016
In episode 30 we tackle three questions from our audience...
call to action buttons
Five Essential Elements to Crafting Irresistible Calls to Action
Jun 09, 2016
Financial advisors are well aware of the importance of marketing, and successful advisors have always been particularly good at developing educational content and resources for clients and prospects. However, too often advisors see less than...
Sales Lessons From Trump University
Jun 08, 2016
Put your love or hate for The Donald aside for a moment. From a sales perspective, we can all learn from the “playbook” recently released from Trump University. We read through this 172-page bear of a document, had some laughs and some...
Stephen and Kevin Show Episode 29: Common Sales Objections and Responses
Jun 02, 2016
In this episode, we tackle three common sales objections and give you our best responses...
standing out
Thirteen True Differentiators for Financial Advisors
Jun 02, 2016
NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just...
Supermarkets, Fast Food Chains Offer Better Customer Experience
Jun 01, 2016
Where shopping is a pleasure. The investment industry could take a page from supermarkets and fast food chains when it comes to their customer experience. Supermarkets and fast food chains were rated the top two industries for customer experie...
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