Updated November 6th, 2023. Today in How to Network Like a Millionaire, you will learn: Tips to expand your network. How to build strong, valuable connections and deeper relationships. The “new business norm” reduces our ability to meet new people in person. In this episode, we dive into three critical steps to help you grow your […]
Holiday Marketing Ideas, Tips, and Strategy – Ch120.5
Updated October 23rd. Holiday marketing is important because it lets you stay connected with your ideal prospects and clients. It is also useful for getting your message heard during a time when most people are busy with the holidays. Keep in mind you’ll also be competing with: Holiday promotions Season and holiday sales Holiday deals […]
zProfitable Niche Markets For Financial Advisors
Update September 25th, 2023. Today, you will gain insight into some of the most “Profitable Niche Markets” available for you to serve. While there are hundreds of profitable niche markets, it is critical that you take the time to select one you love serving. This is a critical decision as you will spend a lot […]
How to Identify Your Ideal Client Avatar | Ch134
Updated August 25th, 2023 Identifying your ideal client and niche market as a service-based advisor is critical to your success. It is one of your business’s most important (if not the most important) steps. Your ideal client avatar is the person you want to serve. They want (and need) your services and will benefit most […]
Lead Generation for Financial Advisors and Coaches | Ch139
Updated August 19th, 2023. Most financial professionals do not have an effective lead-generation strategy. Not surprisingly, the biggest challenge advisors and consultants who struggle face is finding qualified leads who become their clients. However, that doesn’t need to be your reality. Today, I am pulling back the curtain and showing you how to generate more […]
Financial Advisor Prospecting Made Easy | Ch193
Updated August 11th, 2023. An effective financial advisor prospecting strategy requires you to learn what to say and how to say it. To succeed, you must learn how to prospect without using annoying gimmicks or sales practices. Affluent clients want sound financial advice about financial planning topics that solve their challenges. They also want to […]
