7 Actions to Take Now to be a Power User 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?”…
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…
Overwhelmed by marketing? Here are four essential tasks where outsourcing and technology can help. “I don’t have time to do it myself!” is a common refrain from financial advisors when it comes to marketing. While marketing participation is essential for all advisors, there are many tasks you can outsource to…
4 ways to update an overlooked marketing channel to build your brand and your business. Day in and day out you have the opportunity to make an impression on numerous clients, prospects, friends, colleagues, influencers, and partners in a powerful and effective way. Yet, many advisors are missing out on…
Learn how and why to leverage video technology to deepen client engagement. If you insist on only conducting client meetings in person, don’t be surprised if your clients are increasingly stalling when it comes time to schedule a review. More commonly this is because they have become so used to…
Content marketing through channels such as blogs, videos, podcasts, and webinars is the modern way of creating awareness, driving interest and inviting engagement. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients. Despite these benefits many independent advisors fail to participate. Hiding…
Figure out what you really want and make your day-to-day actions support you along the way. It’s the end of the year and time for the obligatory Goal Setting blog post about how to make your dreams come true in 2015. But for the end of 2014 and for the…
Introduce a little magic into your client experience to surprise and delight. How do you create magic in the experience you offer your clients? Do you surprise and delight? Are you building loyalty or simply delivering your service? I just returned from Disneyland where I witnessed mastery of The Client…
Stuck at the same level? Looking for faster growth? Upgrade your marketing by leveraging partnerships. Learn how with the advanced strategies in the Growth Acceleration Toolkit