Category Archives: Featured

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

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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…

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The Solo Advisor’s 3-Pronged Approach to Reduce Your Effort and Gain More Hours, Energy and Yield

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Solo financial advisors and smaller RIA firm owners: Help is on the way!  As you increase your revenue in your financial planning business, you have more profits to invest in your support system. This means you can set yourself up to scale while reducing or redirecting your personal effort in the…

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Financial Planner Marketing Metrics: What’s on Your Dashboard?

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To make informed, confident decisions about directing your resources for your financial planning firm you must set and measure against metrics. Tracking marketing metrics not only reinforces singular focus as you hone in on improving specific numbers, it also reveals how well you are performing. And that may be an…

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Do You Align Your Actions with Your Values? Try this one-page template.

By | Featured, Success, Values | No Comments

I’ve always been a big fan of leading with values.  After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you?  You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

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Decision Making Made Easy with Direct Marketing Basics

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As an independent financial planner trying to do it all, you may wonder where to invest your effort in marketing for the best outcome and how to know if a particular outlet makes sense for your business. Make your decision easy by returning to the basic tenets of direct marketing….

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4 Ways Independent Financial Advisers Can Increase Revenue

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Financial planners and advisers often describe marketing as the act of attracting “leads” to your firm whom you can then sell on becoming a client. With this myopic view you will miss out on multiple (and perhaps easier) ways to make more money in your business. Marketing is so much more…

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Niche Isn’t Enough: How Financial Planners Need to Market Now

Niche Isn’t Enough: How Financial Planners Need to Market Now

By | Featured, Marketing | One Comment

For the past decade I’ve listened as financial advisers tell me they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the…

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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?

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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

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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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