How to make clients listen to you
Why don’t clients listen? Make them hang on every word you say by following these steps. Clients can be so stubborn! From a subscriber: “I have
April 26, 2024
Author: saragrillo
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Should I get a job at a big investment firm after college – or is a smaller one better?
In this blog I provide a quick take on whether or not it makes sense to try to get a job at a big investment
April 26, 2024
How can I be sure my financial advisor isn’t going to steal my money?
One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor
April 19, 2024
How does a financial advisor find a successor?
Finding someone to take over your practice is a huge challenge across the entire industry. Don’t give up! This blog provides practical tips for financial
April 19, 2024
Life after the AUM fee model: converting to hourly
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
April 15, 2024
How can I be funny as a financial advisor without losing credibility?
Question from a subscriber: “I’d like to be funny but being a financial advisor is a serious job. I’m scared to lose credibility.” Agree. I wouldn’t
April 5, 2024
Vid 101: Tips for building your following
Question from a member, “I have less than 500 followers on LinkedIn. Should I get 500 just so my profile page says “500+ followers?“ While it’s important to grow your network on LinkedIn, “growth for growth’s sake” doesn’t make any sense. I’d rather see you have 30 connections if they are on the same mission […]
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March 29, 2024
Three reasons your marketing isn’t working
If you are frustrated by marketing failures, or feel like you are throwing away money on marketing that doesn’t work, here are the reasons why.
March 29, 2024
Funny out of office message – funny example
Use your out-of-office response as a way to make people laugh; it conveys positive energy. Why does your out-of-office message matter? Every touch you have with
March 29, 2024
Prospects keep saying my financial planning fee is too high!
Here’s how to handle a financial planning fee objection. Don’t get talked down – follow these steps! Financial planning fees can be hard to justify
March 29, 2024
