Watching financial advisors makes sales mistakes is excruciating. Here are the top sales mistakes that I see financial advisors making, and what to do instead.
Question from a subscriber: “Should I start a podcast?” There is no clearer way I can say this: HECK NO! When starting a podcast is a
Question from a subscriber: “Should I be using my company page or my personal page on LinkedIn? Or both? I’m confused.” Great question! Company vs.
This podcast teaches financial advisors how to talk to CPAs so you can get a referral.
Here are some non-traditional ways to get referrals as a financial advisor. But first… For those of you who are new to my blog, my
In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Getting the prospect’s
Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the
I wrote this blog in response to a question I got from a financial advisor. “I just moved to a new city. How do I
Doctors are super hard to meet over LinkedIn. I always try to persuade financial advisors to focus on other niches, but many of you are intent on working with doctors. So, here are my tips for how I would advise you to meet physicians over LinkedIn. Many of these tips apply to any niche you are targeting. Doctors […]
If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” Here are some awful newsletter mistakes
