The Advisor Adventure

5 Questions to Find Clarity & Shift Your Status Quo

By | Featured, Marketing | One Comment

When it comes to practice management too many independent financial advisers attempt sporadic half-baked efforts to improve their business, throwing blindly at the marketing and operations dartboards. They approach each day scattered, without clarity on where to focus, spreading efforts too thin.  Although busy all day, they end the day questioning…

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Laundry completion

Are You Afflicted with 80% Syndrome?

By | Featured, Marketing | No Comments

You have clear vision, enthusiasm, and next steps, so you dive in to execute your plan. You even make some progress…quite a lot of progress. In fact, you complete about 80% of the effort necessary to finish the job. “This time will be different,” you declare, “ I will get…

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Client Attraction? Try Prospect Repelling

By | Featured, Marketing | No Comments

How many times have you heard that you must define exactly whom you want to attract in to your financial planning practice so you know where to direct your client attraction resources?  That concept is the foundation of every marketing program I teach, every coaching discussion I have, and any…

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Prospect Marketing at its worst

Stuck in Prospect Purgatory?

By | Featured | One Comment

“Should I email her again?” “What if I get the voicemail? Do I leave a message?” “Would a quick text be better?” While this sounds like first date woes, it’s actually one of the most common rejections financial planners experience with prospect marketing: non-response. Consider this familiar scenario: You meet…

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Social Media: Pathetic or Powerful?

By | Featured | 3 Comments

 Ah, social media. The buzz is everywhere about how you need to be “on it.” So, you’ve set up your business accounts, and you dabble on LinkedIn and maybe even Facebook and Twitter.  Do you wonder if you’re “doing it right?” Are you wasting your time? Try these seven actions…

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Clients Car Wash by Hand

Go Where Your Clients Are

By | Featured | One Comment

3 Ways to Make Sure Potential Clients Know You Exist While You Learn Even More About Them Every week I drive my daughter Parker to ballet. As soon as I enter the parking structure, I see the right lane for “car wash clients only.”  Every week I think, “Hmmmm, should I have them clean…

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