There are a fair number of challenges facing financial advisors, but the biggest enemy may be the person who stares at them in the mirror.
Matchers and Mismatchers: How to Work With Impossible Clients and Coworkers
Are there people in your life who just won’t agree with you—no matter how sound your argument?
Ten Marketing Strategies for New Advisors
There seems to be a split perception on how “good” it is to be in the business right now.
Facebook and the End of “Push” Marketing
Despite my constant harping, financial advisors still ask about lead generation, aka “push” marketing techniques, following my presentations.
Wasted Time, Wasted Money, and Wasted Hope
Almost daily, financial advisors adopt marketing tactics that they hope will make them millions--tactics requiring as little effort as possible.
The Only Proven Way to Add New Clients
Most of the marketing strategies you previously used to grow your business are now either illegal--or just plain ineffective.