Toss these six marketing buzzwords in the never-to-be-used jargon dumpster. 
If you’re using any of these six terms then kick them to the curb. 
Can you connect to big shot prospects through social media? Most advisors don’t even try. That’s a shame, because I’ve found an extremely effective way to reach just about anyone. 
As someone who is in contact with a ton of advisors each month, I’m constantly amazed at how so many of them will spend six thousand dollars on a Brioni suit to make them look successful and pay zero attention to their hair. 
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward. 
I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line --is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch. 
To connect better with your audience, refresh them, relieve tension in stressful situations and be more relatable and real to the people you want to impress, here are ways to infuse humor into your business, and some that you’re better off leaving out. 
How should you approach a casual acquaintance and open the dialogue about working together? This is the quintessential “asking for the first date” question – major awkwardness potential here! 
How to dress is not something they teach you in the CFP curriculum, but maybe they should. 
These hedge fund phrases are clearly ridiculous and any fund who is using them should think about replacing this jargon with language that carries more meaning. 
As I’ve put forth in past blogs about fee compression, higher activity will expand the pipeline, boost financial advisor lead generation, and allow advisors who are willing to fight to prove their value in a market that is supposedly racing to the bottom. This is a brutal task so … Click Here To Read More