Should financial advisors use Copilot?
Question from a follower: “Should I use Microsoft Copilot? Should I use Perplexity AI to create meeting agendas and checklist?” There is no clearer way to
May 31, 2024
Category: Practice Management
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“Should I get a waitlist?”
Question from a subscriber: “I am struggling to onboard new clients all at once. I want to set up a wait list but am worried
May 10, 2024
“My client hired another advisor for their business 401(k).”
Question from a subscriber: “I’m stunned. One of my best clients who runs a business just hired another advisor to manage their 401k plan.” I’ve heard
May 10, 2024
What to do after a client fires you if you want them back
Losing a client is no fun for anyone. In this blog, I discuss ways to handle ex-clients so that you increase the chances of improving
May 3, 2024
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
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
How to get time for marketing if you are a solo financial advisor
Question from a subscriber: “As a solo advisor focused more on my clients, and maintaining a consistent marketing campaign is a challenge. For a couple
March 8, 2024
What to do if your calendar is a brick wall of meetings
Question from a subscriber: “My calendar is a brick wall of meetings. How can I free up time so I can market my practice?” Here’s
March 8, 2024
How do I recruit financial advisors to my practice?
In this blog we discuss how to recruit financial advisors to your firm without being a slimy scum bag like everyone else is being! Question
March 1, 2024
Awesomely positive ways to get rid of Imposter Syndrome and head trash!
Question from a subscriber: “My marketing efforts are constantly sabotaged by negative self talk, limiting beliefs, and imposter syndrome. How do I get past this?
February 23, 2024