The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a new advisor. The current crop of advisor listings would give a headshot, some basic info pulled from an ADV, and maybe a specialized area of...

Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again).  What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...

Atlanta:  “This might seem a bit ridiculous, but in social settings I’m often asked ‘How’s business?’ and I feel as though I’m missing an opportunity,” John whispered following my keynote, not wanting...

Access is one of the biggest challenges in our business today. As a financial advisor, you need to be able to separate yourself from the crowd to gain access and build relationships with high net worth clients...

Boston:  “I’ve offered a number of second opinions to transition social contacts into business relationships – but no one is taking me up on the offer” started Shawn, a new advisor in our recent training program. He...

While you might feel you are just being diligent, your prospect may feel you are being needy.

The Oechsli Institute’s 2014 Financial Advisor Social Media research found that LinkedIn is a powerful marketing tool when a personal introduction isn’t possible. The following is an excerpt from The Indispensable LinkedIn Sales Guide for Financ...

Stacey Newman/iStock/Thinkstock A Grim Picture of Advisor Growth A new study by the Financial Planning Association shows that advisors are not living up to their full potential when it comes to having a business plan and attracting new clients...

Many of you might have used Google News Alerts - the free service that scours the web on a regular basis for mentions of your key contacts.  It is a pretty cool service, but there’s a downside – you have to individually enter...