Updated March 29th, 2024. Acquiring new clients is essential for sustaining growth in today’s competitive market. Effective strategies for attracting and retaining clients are also crucial for success. Today, we will discuss eight tips on how to find clients so you can expand your business and increase your revenue. Develop Your Strategic Plan Creating an […]
Why Financial Advisors Fail in Achieving Their Goals
Updated March 5th, 2024. While it is true that the vast majority of financial advisors fail, today’s article is focused on advisors who make enough money to survive but fail to achieve their goals. Before we dive in, let’s review why most financial advisors fail. If you look at the corporate model of most financial […]
The Multi-Family Office With Don Wilkinson – Ch140
Updated February 23rd, 2024. Today, you will learn the ins and outs of the multi-family office. Specifically, you will learn one of the fastest ways to gain market share, grow your business, and serve more wealthy clients. What is a family office (FO)? A family office is a private wealth management organization that provides a […]
Relationship Marketing and Client Connections – Ch129
Updated February 5th, 2024. Want a secret that took my business to the next level? I got better at building long-term relationships with my clients. Client retention is more important to your success than client acquisition. A study by Bain & Company found that even a 5% increase in customer retention can improve company revenue by […]
Marketing to Women Over 50 – Ch141
Updated November 20th, 2023. In Marketing to Women Over 50, you will learn how this group of “super consumers” makes purchasing decisions. You will also learn what never to do and what to do when marketing to women over 50. Marketing to real women versus the 50+ stereotypes While some fight aging with a vengeance, […]
Holiday Ideas, Scripts, and Connections – Ch123
Updated November 13th, 2023. Creative marketing is critical for financial advisors who want to attract and retain clients. In Holiday Ideas That Work, you will learn marketing and networking strategies that work. This article will explore holiday marketing ideas to help you engage with more clients, build trust, and grow your business during the holiday […]
