How to Meet Prospects in an Elevator
Here’s how I nabbed a prospect while scaling 20 floors – and some steps you can follow to meet prospects in an elevator.
Recent Posts
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Ep 13: How to Make Your Social Media Look Gorgeous with Guy Kawasaki of Canva
In this episode, Guy Kawasaki and I will discuss how Canva has essentially done for financial advisor social media what the Excel spreadsheet has done for financial planning and the opportunities that digital marketing presents for advisors looking to meet affluent clients. -
Don’t Fight the Robos! – with Betterment’s Cara Reisman
Despite what is commonly believed, financial advisors aren’t competing with the robos; you are competing with your own ability to provide higher value.
Robos are not your enemy but an opportunity to overcome fee compression if applied strategically. Technology has arrived whether you like it or not. Embrace what it … Click Here To Read More
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Six Phrases Advisors Should Never Use
If you’re using any of these six terms then kick them to the curb. -
How to Talk to Millennials so They Actually Listen
The fact that millennials are the next generation of wealth is well-documented. What remains to be explored, however, is how advisors can best design their practices to communicate with Millennials as clients. Using the right words is an important part of reaching this population. Advisor language has typically been dry, … Click Here To Read More
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Shoot the Ball
You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.
Podcast: Play in new window | Download
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Should You Outsource to a TAMP?
If you're considering outsourcing to a TAMP, please read my interview with a former HighTower executive here. -
Roboadvisors are the Solution to Fee Compression
Roboadvisors don’t cause fee compression; when used correctly by advisors, they are the solution. -
Ep 10: Join “Team Text Message”
If you're not texting your clients, here's why you should join "Team Text Message." In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do's and do not's, and the rules you should follow when texting with clients. -
Shoot the Ball
The shot clock was a rule that came about because basketball teams would waste time once they got a lead. The team with the ball gets 24 seconds to take a shot or their opponents get the ball. What if advisors followed a shot clock when it came to building their pipelines – one with 24 hours instead of 24 seconds? -
Ep 9: Communicating to Influence with Steve Sanduski
As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.
Featured Categories
Financial Marketing ›
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How to Meet Prospects in an Elevator
August 9, 2018
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How to Talk to Millennials so They Actually Listen
August 3, 2018
Podcast ›
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Ep 13: How to Make Your Social Media Look Gorgeous with Guy Kawasaki of Canva
August 8, 2018
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Don’t Fight the Robos! – with Betterment’s Cara Reisman
August 1, 2018
Social Media ›
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What Nobody Tells You About Your Social Media Personality
June 22, 2018
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How to Get Through to Big Shots on LinkedIn
June 14, 2018