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…
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.…
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…
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…
If you have clarity on your target audience, a web site that speaks to them, and a lead magnet to capture visitors to your site, you have a solid foundation for executing a successful marketing plan. One last foundation element to check off is to claim and tailor your online listings…
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…
4 Steps to Master the Skill of Completion 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…
Your guide to scare away pests and take back your financial planning practice 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…
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…
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