Advisors grow their businesses through word of mouth and referrals. But when it comes to active prospecting, most have no clue how to engage a prospect from discovery to closing.
Mid-sized advisor firms, upon graduating from being a one- or two-person operation, find themselves contending with all sorts of growing pains. All of a sudden they have the marketing issues of a larger firm – with an infrastructure that hasn’t caught up. Here’s my best advice to escape the trap of the mid-sized advisor firm.
The title of a newsletter is like the frosting on a cupcake; if it doesn’t look good then the whole thing becomes quite unappealing.
Advisors improperly cite or don’t cite their sources. Most advisors do this without even realizing it. This is a boring topic, but please read this to protect yourselves from legal problems.
I’ve heard a new paradigm coming into the market: advisors who charge no commissions or tiered fees, just a flat, annual retainer.
It’s a nice idea but in reality they’re trading one bias for another – and I’ll explain why.
Here’s my call for 2018: Most roboadvisors are going to fail.
Ladybossblogger is a "must visit" website for any woman entrepreneur and is too good not to write about – so I had to interview her.
If you’re using these tired analogies in your marketing, put them to rest.
I love seeing successful female financial advisors because they have the potential to change the world.