The Advisor Adventure

How to set financial planning fees to grow a sustainable advice firm

By | Featured, Marketing | No Comments

Do you dread the “What does this cost?” discussion with new prospects?  Have you ever given in to the pressure to discount your fee because you received pushback or resistance?  Have you rationalized a lower fee because “you need the money”? Setting financial planning fees that demonstrate the value you provide…

Read More

5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing

By | Featured, Marketing | No Comments

Content marketing through channels such as blogs, videos, podcasts, and webinars is the contemporary way to create awareness, drive interest and invite engagement in your service. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients.  Touch on personal or emotional elements and you…

Read More

4 Marketing Afflictions that Plateau Financial Advisors

By | Featured, Marketing | No Comments

To get stuck or confused when it comes to marketing your financial planning practice is common.  After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional…

Read More

When and How Should Financial Advisors Use Social Media?

By | Featured, Marketing | One Comment

Social Media. You know your clients are on Facebook, LinkedIn, Twitter, Instagram and perhaps a few places you haven’t heard of yet. You acknowledge there is value engaging in the social sphere, but you have not cracked the code on how and when to expend your energy to make this…

Read More

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

By | Featured, Lifestyle, Practice Management | 3 Comments

The life of an independent financial advisor can be both challenging and rewarding. The more passionate you are about your work, the more likely you are to take on extra tasks and log longer hours. Burning the candle at both ends may result in a productivity boost for awhile, but…

Read More

How to Fix Your Financial Planning Web Site to Make More Money

By | Featured, Marketing | No Comments

Put on your shoes. Find your bus pass. Get your backpack. These instructions on my pre-teen son’s morning task list spell out exactly what actions he must take to get out the door on time and prepared. While I would prefer that he figure it out for himself, I realize that…

Read More

Create the Practice and Life You Love.