Includes Insights for Financial Service Advisors, Sales Associates, and Service Associates regarding the activities by which your business will create and execute strategies to attract qualified leads such as Prospecting, Publicity, Referrals, Branding, etc.
December is when your clients should start thinking about taxes, money leaks, and financial regrets they don’t want to carry into the new year. This creates a perfect window for you to step in as a guide, not a salesperson. One high-impact marketing strategy you can launch this week is...
As an advisor, you're no stranger to "X-dates"—those future points on your calendar for prospect follow-ups. Whether tied to renewals, seasonal shifts, or a prospect’s return from vacation, these dates can stretch from next week to next year. But here's the uncomfortable truth: the vast expanse of time between today...
Want more great clients? It's not just luck, it's about making it easy for your current clients to introduce you to their friends and family. This quick guide gives you a simple, step-by-step way to increase your referrals. 1: Easy Meetings, Smart Setup Make your client meetings a starting...
Here in our region, a recent five-day onslaught of supercell warnings served as an important reminder of how quickly the unexpected can happen. There were multiple warnings with crucial safety advice: seek shelter in basements, have flashlights ready, and stay informed. While vital, this highlights a missed opportunity for many...
Valentine's Day. A time for hearts, flowers, and…financial planning? While it might not seem like the most natural connection, this holiday offers a unique opportunity for financial professionals to connect with clients and prospects on a deeper level, emphasizing the importance of love, legacy, and financial security. This isn't about...
