Updated August 25th, 2023 As a service-based advisor, identifying your ideal client and niche market is critical to your success. It is one of the most important steps (if not the most important step) in your business. Your ideal client avatar is the person you want to serve. They want (and need) your services and […]
Financial Advisor Prospecting Made Easy | Ep193
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 […]
The Niche Marketing Strategy for Financial Advisors and Money Coaches | Ep149
Updated June 26th, 2023 In the competitive world of financial services, standing out from the crowd is essential for success. That’s why your niche marketing strategy is so important. Financial advisors and money coaches can leverage their expertise and build strong client relationships by identifying a specific target market. Creating Your Niche Marketing Strategy Today, […]
How to Attract High Net Worth Clients
High net worth (HNW) and ultra-high net worth (UHNW) clients are used in the financial services industry regarding affluent individuals and families with significant wealth. While there is no universal definition, most identify this group with a minimum of $1 million in investable assets. UHNW individuals are worth a lot more than those in the […]
The Power of Relationship Marketing – Ep129
Relationship Marketing – The Power of Connections. Today, we dive into the ‘how to’ and the power of relationship marketing to grow your funnel, leverage your time, and increase your bottom line. Last week I shared the behind-the-scenes strategy of Rhonda Noordyk who has taken relationship and attraction marketing to a new level. Today, I […]
