What are other advisers experiencing in their marketing?
In 2021, what kinds of approaches, channels, and topics get attention, generate new client opportunities, and deepen relationships?
The analysis of 38,607 marketing campaigns (32.7 million data points overall), reveals patterns on:
Join Robert Sofia, CEO of Snappy Kraken, as he walks through the findings from the 35-page 2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study.
Following the presentation, registrants will receive a PDF copy of the study.
One of the most contentious topics among RIAs is whether to recommend annuities. While many will recommend a single-premium immediate annuity (a SPIA) or a deferred-income annuity (a DIA), those products represent only a small fraction of annuity sales. We are here to talk about whether RIAs should use the other 95% of annuity products for their clients in their retirement plans – specifically variable annuities, equity-indexed annuities and other related products.
Our discussion will take the form of an informal debate on the following proposition, “Resolved: Annuities should play a prominent role in most retirement plans.”
I used the “Big Picture” client education software to examine the impact of rebalancing frequency on historical SWRs and other retirement outcomes. The results argue against the notion to rebalance often.
Joel Bruckenstein of T3 and I just released the 2021 T3/Inside Information Advisor Software Survey, which includes user ratings and market share statistics (and year-on-year changes to both) for more than 400 different software products and services in 32 different categories.
All advisory practices have a niche strategy. But some of them don’t know what their niche is. This webinar will show you how to identify your niche based on the distinct specialization that you already have. Our presenters will walk you through a process of discovery that will let you identify and articulate a niche that is essential for future success. And they will give you a 30-day plan that will deliver explosive growth for your firm.
Join Advisor Group Executive Vice President of Business Coaching & Consulting Kirk Hulett and one of Advisor Group’s esteemed financial professionals for a webinar designed to help you discover your niche.
Do you control your email, or does it control you?
The Asset-Map process and its toolset is a force for robust conversations that provides the basis for your advice.
This is the first of a five-part series on my partner, Emery Kertesz. He died on January 29, 2021, at age 64.
I want to share a math formula I often discuss with advisors. This is for anyone considering transitioning their practice to the RIA model or is already working through those steps but is struggling to reach the finish line.
Perfectionism sounds great but it can be the gateway to disaster.
The assumption that will kill your conversion rate is this:
Should you include Clubhouse in your online marketing strategy for 2021? Here’s my breakdown.
How does retargeting work? And what advantages does it bring to advisors?
Kvetching. That's a technical term that describes what my financial advisor coaching clients do when I walk them through creating their “ideal week.”
Getting more referrals is one thing and getting better referrals is indeed a completely different issue.
A woman to whom I was referred because she is facing a nasty divorce turns out to be a close acquaintance of mine.
There are many studies that provide aspiring leaders with sound guidance on how to manage your firm, and how to create a happy, collegial and productive environment.
I’m sick of the impoverished language that advisors use when trying to market themselves to business owners. Try these one-liners instead.
A founder-driven growth model isn’t sustainable or efficient.
When it comes to investments, economic growth, and entrepreneurship, women remain structurally excluded from high-level participation compared to men.
We can learn a lot from Oprah Winfrey’s bombshell interview of Harry and Meghan.
With the new SEC ad rule at the Federal Register, the 60-day waiting period is in effect. Advisory firms who take the time to plan will successfully leverage reviews to grow their firm.
To use Asset-Map for business development, your first step is to identify a proponent of Asset-Map so that they use it and experience its effectiveness and value. The question is how to get to that point.
The temptation to offer solutions for those facing a problem is overwhelming. Therein lies the trap for unwary advisors.
Very few of my financial advisor clients are less overwhelmed than pre-COVID.
In my 1,000+ interviews with financial advisors over the past 15 years, frustration with a lack of COI referrals is one of the most common refrains I hear.
My guest today, Taylor Schulte, has achieved what virtually every advisor seeks but few attain. He has designed and implemented a successful digital marketing strategy that provides an ongoing source of qualified leads for his fast-growing advisory practice. He is here to share his knowledge of digital marketing tactics with our listeners.
Everything you’ve been taught about elevator pitches is wrong. I’m here to show you a much simpler way.
One of your best chances for growth comes from client interactions and networking activities. That’s where additional assets, opportunities, and referrals come from. Simply put, the more time you spend with clients and professionals already in your circle, the greater your productivity potential.
I was recently introduced to an impressive tool that organizes and simplifies the planning process, and shows clients how to meet their financial goals.
Those of us in the coaching business may be doing some harm, notwithstanding our good intentions.
Continuing our series, Going Independent, we want to provide those considering going out on their own with an easy-to-follow checklist of everything you need to do to form your own RIA.
It takes courage and humility to realize you’ve erred and to issue an apology. Don’t waste it by doing it in a way that negates your intent and may exacerbate the problem.
The key to getting referrals from a board is treating those influential people as genuine centers of influence.
How do you tell someone you work with they need to have better on-camera etiquette?
A solution for the challenge of moving wirehouse clients with active securities-based loans.
Many investors think there are only two options in a market where participants have become overly exuberant, either 'I want in' or 'Get me out.' Our strategies are more nuanced, and we believe fit better with what we expect to transpire.
Here are my five favorite podcasts for financial advisors in growth mode.
No advisor has asked me about the plight of the prisoners in The Shawshank Redemption. But I am frequently asked what an advisor should expect as they leave their current firm to transition to the RIA model.
We can learn valuable lessons from T.J. Ducklo’s written apology.
We are process crazy. Everything has a process – from small things like asking for vacation time to larger things like client onboarding.
On October 2, 2019 brokerage firm Charles Schwab announced they were no longer going to charge commissions on stock and ETF trades. Before the day closed E-Trade and TD Ameritrade followed suit. And just like that, commissions were dead.
The fundamental concept that you must understand about LinkedIn is this: It is not a meritocracy, it’s an attention-getting contest.
The customary Valentine’s Day activities ignore the real issues many relationships face.
There are a few things you must do to really improve your daily social media strategy.
Knowing if you’re ready to launch your own RIA is a big decision. For me, these four factors guided me to realize I was ready to break out on my own.
Let’s look at the correlation between size of independent advisory firms and the average wealth of the clients they serve.
I hope to raise awareness and hasten a wake-up call for workplace disability support, especially in the securities industry.
While your chances of winning an argument on any given topic are slim, there’s one situation where it’s non-existent. That’s when you’re confronted with a high-conflict personality.
The Registered Investment Advisor (RIA) model is an opportunity to build your own brand and put your clients first – but how do the economics work? Is the transition to independence worth the cost? Does the earning potential compare to wirehouse and independent broker-dealer models?
In Schwab Advisor Services’ latest white paper, The Economics of Independence, we evaluate key areas related to the financial success of a firm. By comparing revenue potential, cost control, and business equity, you can have a better idea of how the economics of independence stack up against those of your current practice.
Download this white paper to explore the rewards of independence.
Learn why billion-dollar teams are breaking away to pursue the independent model and redefine the advisor industry.
Download this white paper to learn more about how the RIA model is changing the advisor industry.
In the last five years, the number of advisors moving to the independent Registered Investment Advisor (RIA) space has increased significantly, with custodians and platform providers working together to help advisors reach their full potential. This move to independence brings new opportunities with it, including unique paths like the hybrid RIA model. Hybrid RIAs maintain both a brokerage and advisory business – a combination that can benefit their clients and businesses alike.
Get an overview of the different types of hybrid models. See whether one aligns with your goals as you explore key topics:
Download this white paper to discover how the hybrid RIA model could help transform your business.
Many financial firms have one rainmaker, meaning they rely solely on one person to bring in new business.
Here’s how to avoid being misunderstood by a prospect or client.
If you could send a one-line email and get a prospect’s attention, how would you do it?
After working with hundreds of financial professionals to improve their digital presence, I’ve noticed some trends in what is and isn’t working to garner more engagement.
Here’s how to tell if your website is stuck in the past and, if it is, how to position it for success.
In my third and last article in this series, I identify the two most powerful steps I’d like to see advisors take to get more clients.
To persuade someone to do something, you have to show them the positive opposite of what they are doing by using this one word.
I spend a lot of time studying about how financial advisors should differentiate themselves. But perhaps this is a waste of time for several reasons.
This is the second in my series about what I’d like to see more and less of in 2021.
Are you committed to using digital marketing to grow your practice in 2021? What’s the ideal path to convert a prospect into a client? If you don’t have a crystal clear strategy to convert prospects into clients, chances are you’ll end up spending more money, energy, and time than you ever should. Worse yet, you may end up “striking out” on developing new client relationships with rich opportunities. The good news? You can 5x your return on marketing spend by following a simple, proven strategy. It’s exactly what the top 25% of advisers are doing right now to move prospects from “cold to gold” - quickly.
Whereas commodity production had been a major economic driver in emerging markets, we think technology is now the leading force. Semiconductor advancement is the “new oil.” semiconductor companies are so far ahead of their competitors that supply is in fact a constraint—and therefore a major investment consideration.
We have a lot to reflect on this year. Here’s what I’d like to see more and less of in 2021.
I'm going to assess the state of the profession as we emerge, exhausted, from our tumultuous 2020 experience.
I’ve distilled what advisors have found most helpful into two critical, research-based, actionable lessons.
I rounded up the six key reasons your marketing strategy will fail in 2021 and how to avoid them.
I divide advisors I meet into two groups. I can tell what type you are immediately.
Broadridge recently released its second annual financial advisor marketing survey which revealed the contrasts between effective and ineffective marketers, as well as an expected move to digital due to the continued impact of COVID-19. This year’s survey also shed light on the lack of marketing strategy among advisors and in turn, dissatisfaction with marketing ROI.
Many investors have become unsatisfied with how their advisor chose to respond to the pandemic.
I recently learned of a Chinese concept called “guanxi” that explains exactly why some advisors are more successful at building their client base and AUM.
Managers of VIX-informed strategies have nuanced understanding of volatility, utilizing it as a tool in all market cycles.
This mass exodus of breakaway brokers hasn’t happened, much to the chagrin of us prognosticators, and I know why.
If you feel like you sputtered around and never got what you wanted out of your marketing plan this year, here are three tips so you can rock 2021 like Eddie Van Halen.
The number one thing stopping advisors from growing their businesses on social media is the lack of a strategy, not a lack of followers.
Advisors are highly qualified, although few clients are capable of understanding the difference in your credentials. Does it matter?
You don’t need the advanced training of an FBI field agent to spot the truth. There is a better way.
Collecting client feedback doesn’t have to be a complex process.
As a result of the coronavirus, the advisory business model has changed precipitously, with two key trends driving this transformation…
It’s time to consider an entirely different approach to your process for converting prospects.
What is the best way to redesign marketing materials to convey our message to a specific audience?
When we explore the specifics of an advisor’s business, there are commonly asked questions around the nuances between the SEC and FINRA.
Thanksgiving is supposed to be a special day. The reality is different, but a daily, five-minute exercise can transform it into the experience we all want.
Presenting data is challenging, but sometimes advisors have to. Here is how to do it better than your peers.
Here are four habits to incorporate into your daily routine that will trigger referral activity.
Here are the key characteristics that distinguish highly successful digital-marketing practices.
For the second consecutive year, Advisor Perspectives has been ranked as the electronic newsletter that is most-read by financial advisors.
Here are five growth opportunities that will help you advance your firm while the competition sits on the sidelines.
There are three disastrous mistakes I see advisors make with Zoom calls.
During the recent Advisor Perspectives Thought Leader Summit, two of the industry’s most respected experts shared their best practices and insights on growing and scaling your business with fintech solutions.
Breakaway Brokers
The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns
What are other advisers experiencing in their marketing?
In 2021, what kinds of approaches, channels, and topics get attention, generate new client opportunities, and deepen relationships?
The analysis of 38,607 marketing campaigns (32.7 million data points overall), reveals patterns on:
Join Robert Sofia, CEO of Snappy Kraken, as he walks through the findings from the 35-page 2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study.
Following the presentation, registrants will receive a PDF copy of the study.
A Debate on Whether RIAs Should Use Annuities in Retirement Plans
One of the most contentious topics among RIAs is whether to recommend annuities. While many will recommend a single-premium immediate annuity (a SPIA) or a deferred-income annuity (a DIA), those products represent only a small fraction of annuity sales. We are here to talk about whether RIAs should use the other 95% of annuity products for their clients in their retirement plans – specifically variable annuities, equity-indexed annuities and other related products.
Our discussion will take the form of an informal debate on the following proposition, “Resolved: Annuities should play a prominent role in most retirement plans.”
Rebalancing Frequency and Safe Withdrawal Rates
I used the “Big Picture” client education software to examine the impact of rebalancing frequency on historical SWRs and other retirement outcomes. The results argue against the notion to rebalance often.
The Results of the Veres/T3 Annual Software Survey
Joel Bruckenstein of T3 and I just released the 2021 T3/Inside Information Advisor Software Survey, which includes user ratings and market share statistics (and year-on-year changes to both) for more than 400 different software products and services in 32 different categories.
30 Days to a Successful Niche Strategy
All advisory practices have a niche strategy. But some of them don’t know what their niche is. This webinar will show you how to identify your niche based on the distinct specialization that you already have. Our presenters will walk you through a process of discovery that will let you identify and articulate a niche that is essential for future success. And they will give you a 30-day plan that will deliver explosive growth for your firm.
Join Advisor Group Executive Vice President of Business Coaching & Consulting Kirk Hulett and one of Advisor Group’s esteemed financial professionals for a webinar designed to help you discover your niche.
Are You Under the Control of Your Email?
Do you control your email, or does it control you?
Using Asset-Map in the Client-Discovery Process
The Asset-Map process and its toolset is a force for robust conversations that provides the basis for your advice.
Lessons for Advisors (and Life) From Emery Kertesz (Part One)
This is the first of a five-part series on my partner, Emery Kertesz. He died on January 29, 2021, at age 64.
Ask Brad: The Math Problem Brokers Can't Solve
I want to share a math formula I often discuss with advisors. This is for anyone considering transitioning their practice to the RIA model or is already working through those steps but is struggling to reach the finish line.
Delegation versus Perfection
Perfectionism sounds great but it can be the gateway to disaster.
The Worst Assumption Advisors Can Make
The assumption that will kill your conversion rate is this:
Should Advisors be on Clubhouse?
Should you include Clubhouse in your online marketing strategy for 2021? Here’s my breakdown.
Advertising and Retargeting – Does it Work for Advisors?
How does retargeting work? And what advantages does it bring to advisors?
Stop Kvetching About Having No Time
Kvetching. That's a technical term that describes what my financial advisor coaching clients do when I walk them through creating their “ideal week.”
Eight Tips for Getting Better Referrals
Getting more referrals is one thing and getting better referrals is indeed a completely different issue.
Handling Uncomfortable Referrals
A woman to whom I was referred because she is facing a nasty divorce turns out to be a close acquaintance of mine.
Leadership Hacks That Make an Immediate Impact
There are many studies that provide aspiring leaders with sound guidance on how to manage your firm, and how to create a happy, collegial and productive environment.
So You Say You Market to Business Owners…
I’m sick of the impoverished language that advisors use when trying to market themselves to business owners. Try these one-liners instead.
Four Steps to Building a Culture of Development
A founder-driven growth model isn’t sustainable or efficient.
Why are Financial Planners Failing Female Investors?
When it comes to investments, economic growth, and entrepreneurship, women remain structurally excluded from high-level participation compared to men.
Meghan, Harry and the Lessons in Communication
We can learn a lot from Oprah Winfrey’s bombshell interview of Harry and Meghan.
The Power of Online Reviews for RIAs and The New SEC Ad Rule
With the new SEC ad rule at the Federal Register, the 60-day waiting period is in effect. Advisory firms who take the time to plan will successfully leverage reviews to grow their firm.
How to Use Asset-Map for Business Development
To use Asset-Map for business development, your first step is to identify a proponent of Asset-Map so that they use it and experience its effectiveness and value. The question is how to get to that point.
A Trap for the Unwary
The temptation to offer solutions for those facing a problem is overwhelming. Therein lies the trap for unwary advisors.
Coping with a Sense of “Overwhelm”
Very few of my financial advisor clients are less overwhelmed than pre-COVID.
Winning CPA Partnerships with Family Office Services
In my 1,000+ interviews with financial advisors over the past 15 years, frustration with a lack of COI referrals is one of the most common refrains I hear.
Mastering the Science of Digital Marketing
My guest today, Taylor Schulte, has achieved what virtually every advisor seeks but few attain. He has designed and implemented a successful digital marketing strategy that provides an ongoing source of qualified leads for his fast-growing advisory practice. He is here to share his knowledge of digital marketing tactics with our listeners.
One-Sentence Elevator Pitches that Get Prospects' Attention
Everything you’ve been taught about elevator pitches is wrong. I’m here to show you a much simpler way.
Strategies for Targeting Organic Growth
One of your best chances for growth comes from client interactions and networking activities. That’s where additional assets, opportunities, and referrals come from. Simply put, the more time you spend with clients and professionals already in your circle, the greater your productivity potential.
A Powerful Tool to Organize Client Relationships and Finances
I was recently introduced to an impressive tool that organizes and simplifies the planning process, and shows clients how to meet their financial goals.
The Harmful Side of Coaching
Those of us in the coaching business may be doing some harm, notwithstanding our good intentions.
Going Independent: A Guided Checklist to Forming Your Own RIA
Continuing our series, Going Independent, we want to provide those considering going out on their own with an easy-to-follow checklist of everything you need to do to form your own RIA.
I’m Sorry … Not!
It takes courage and humility to realize you’ve erred and to issue an apology. Don’t waste it by doing it in a way that negates your intent and may exacerbate the problem.
Five Words That Trigger Referrals from Board Members
The key to getting referrals from a board is treating those influential people as genuine centers of influence.
A Guide for Zoom-Challenged Advisors
How do you tell someone you work with they need to have better on-camera etiquette?
Easing Advisors' Transition to Independence
A solution for the challenge of moving wirehouse clients with active securities-based loans.
Spectate or Speculate
Many investors think there are only two options in a market where participants have become overly exuberant, either 'I want in' or 'Get me out.' Our strategies are more nuanced, and we believe fit better with what we expect to transpire.
Five Podcasts for Advisors in Growth Mode
Here are my five favorite podcasts for financial advisors in growth mode.
Ask Brad: Shawshank Redemption’s Lessons for Breakaway Advisors
No advisor has asked me about the plight of the prisoners in The Shawshank Redemption. But I am frequently asked what an advisor should expect as they leave their current firm to transition to the RIA model.
Lessons from a Shocking Apology
We can learn valuable lessons from T.J. Ducklo’s written apology.
Help – We Are Process Crazy!
We are process crazy. Everything has a process – from small things like asking for vacation time to larger things like client onboarding.
The Real Story Behind Commission Free Trading
On October 2, 2019 brokerage firm Charles Schwab announced they were no longer going to charge commissions on stock and ETF trades. Before the day closed E-Trade and TD Ameritrade followed suit. And just like that, commissions were dead.
How I Cracked the Code Behind LinkedIn's Algorithms
The fundamental concept that you must understand about LinkedIn is this: It is not a meritocracy, it’s an attention-getting contest.
Make Valentine’s Day Count
The customary Valentine’s Day activities ignore the real issues many relationships face.
My Daily Checklist for Dominating Social Media
There are a few things you must do to really improve your daily social media strategy.
4 Ways to Tell if You’re Ready to Launch Your Own RIA
Knowing if you’re ready to launch your own RIA is a big decision. For me, these four factors guided me to realize I was ready to break out on my own.
Are Bigger Firms Attracting Wealthier Clients?
Let’s look at the correlation between size of independent advisory firms and the average wealth of the clients they serve.
How a Major Brokerage Firm Failed a Vulnerable Employee
I hope to raise awareness and hasten a wake-up call for workplace disability support, especially in the securities industry.
How to Spot a High-Conflict Person
While your chances of winning an argument on any given topic are slim, there’s one situation where it’s non-existent. That’s when you’re confronted with a high-conflict personality.
The Economics of Independence
The Registered Investment Advisor (RIA) model is an opportunity to build your own brand and put your clients first – but how do the economics work? Is the transition to independence worth the cost? Does the earning potential compare to wirehouse and independent broker-dealer models?
In Schwab Advisor Services’ latest white paper, The Economics of Independence, we evaluate key areas related to the financial success of a firm. By comparing revenue potential, cost control, and business equity, you can have a better idea of how the economics of independence stack up against those of your current practice.
Download this white paper to explore the rewards of independence.
Forward Momentum
Learn why billion-dollar teams are breaking away to pursue the independent model and redefine the advisor industry.
Download this white paper to learn more about how the RIA model is changing the advisor industry.
Going Independent as a Hybrid RIA
In the last five years, the number of advisors moving to the independent Registered Investment Advisor (RIA) space has increased significantly, with custodians and platform providers working together to help advisors reach their full potential. This move to independence brings new opportunities with it, including unique paths like the hybrid RIA model. Hybrid RIAs maintain both a brokerage and advisory business – a combination that can benefit their clients and businesses alike.
Get an overview of the different types of hybrid models. See whether one aligns with your goals as you explore key topics:
Download this white paper to discover how the hybrid RIA model could help transform your business.
Five Steps to Become a Rainmaker
Many financial firms have one rainmaker, meaning they rely solely on one person to bring in new business.
Your Prospects Have a Superpower
Here’s how to avoid being misunderstood by a prospect or client.
One-Sentence Emails That Will Close a Prospect
If you could send a one-line email and get a prospect’s attention, how would you do it?
How My Clients Are Doubling Their Social Engagement
After working with hundreds of financial professionals to improve their digital presence, I’ve noticed some trends in what is and isn’t working to garner more engagement.
Is It Time to Rebrand Your Financial Advisor Website?
Here’s how to tell if your website is stuck in the past and, if it is, how to position it for success.
More and Less in 2021 (Part Three)
In my third and last article in this series, I identify the two most powerful steps I’d like to see advisors take to get more clients.
The One Word that Closes Prospects
To persuade someone to do something, you have to show them the positive opposite of what they are doing by using this one word.
Do You Need to Focus on Differentiation?
I spend a lot of time studying about how financial advisors should differentiate themselves. But perhaps this is a waste of time for several reasons.
What I’d Like to See More and Less of in 2021 (Part Two)
This is the second in my series about what I’d like to see more and less of in 2021.
The Simple Framework that Drives 5X Better Marketing Results
Are you committed to using digital marketing to grow your practice in 2021? What’s the ideal path to convert a prospect into a client? If you don’t have a crystal clear strategy to convert prospects into clients, chances are you’ll end up spending more money, energy, and time than you ever should. Worse yet, you may end up “striking out” on developing new client relationships with rich opportunities. The good news? You can 5x your return on marketing spend by following a simple, proven strategy. It’s exactly what the top 25% of advisers are doing right now to move prospects from “cold to gold” - quickly.
Technology’s Rising Importance in Emerging Markets
Whereas commodity production had been a major economic driver in emerging markets, we think technology is now the leading force. Semiconductor advancement is the “new oil.” semiconductor companies are so far ahead of their competitors that supply is in fact a constraint—and therefore a major investment consideration.
What I’d Like to See More and Less of in 2021
We have a lot to reflect on this year. Here’s what I’d like to see more and less of in 2021.
The State of the Profession – and What to Look for in the Coming Year
I'm going to assess the state of the profession as we emerge, exhausted, from our tumultuous 2020 experience.
My Top Two Research Breakthroughs for Advisors
I’ve distilled what advisors have found most helpful into two critical, research-based, actionable lessons.
Six Reasons Your 2021 Marketing Plan Will Fail
I rounded up the six key reasons your marketing strategy will fail in 2021 and how to avoid them.
How I Can Tell What Type of Advisor You Are
I divide advisors I meet into two groups. I can tell what type you are immediately.
The Digital Marketing Practices that Distinguish High-Growth Advisors
Broadridge recently released its second annual financial advisor marketing survey which revealed the contrasts between effective and ineffective marketers, as well as an expected move to digital due to the continued impact of COVID-19. This year’s survey also shed light on the lack of marketing strategy among advisors and in turn, dissatisfaction with marketing ROI.
Don’t WIMP Out On Referrals
Many investors have become unsatisfied with how their advisor chose to respond to the pandemic.
How Guanxi Explains Advisor Success
I recently learned of a Chinese concept called “guanxi” that explains exactly why some advisors are more successful at building their client base and AUM.
The Power of Volatility-Informed Strategies
Managers of VIX-informed strategies have nuanced understanding of volatility, utilizing it as a tool in all market cycles.
Why the Breakaway Broker Exodus Hasn’t Happened
This mass exodus of breakaway brokers hasn’t happened, much to the chagrin of us prognosticators, and I know why.
Quit Sputtering Around with Your Marketing Plan for 2021
If you feel like you sputtered around and never got what you wanted out of your marketing plan this year, here are three tips so you can rock 2021 like Eddie Van Halen.
Social Media for Advisors without Followers
The number one thing stopping advisors from growing their businesses on social media is the lack of a strategy, not a lack of followers.
How to Thrive in Spite of an Imminent Threat to the Advisory Profession
Advisors are highly qualified, although few clients are capable of understanding the difference in your credentials. Does it matter?
How to Tell When a Client or Prospect is Lying
You don’t need the advanced training of an FBI field agent to spot the truth. There is a better way.
How to Gather Client Feedback
Collecting client feedback doesn’t have to be a complex process.
The Coronavirus Opened a Virtual Advice Opportunity
As a result of the coronavirus, the advisory business model has changed precipitously, with two key trends driving this transformation…
Radically Rethinking Your Process for Converting Prospects
It’s time to consider an entirely different approach to your process for converting prospects.
The Value of Niche Marketing
What is the best way to redesign marketing materials to convey our message to a specific audience?
How Important is FINRA When Launching a New RIA?
When we explore the specifics of an advisor’s business, there are commonly asked questions around the nuances between the SEC and FINRA.
A Hopeful Way to Rethink Thanksgiving
Thanksgiving is supposed to be a special day. The reality is different, but a daily, five-minute exercise can transform it into the experience we all want.
How to Present Data to a Prospect
Presenting data is challenging, but sometimes advisors have to. Here is how to do it better than your peers.
Four Habits to Get More Referrals
Here are four habits to incorporate into your daily routine that will trigger referral activity.
New Research on Top Digital Marketing Practices
Here are the key characteristics that distinguish highly successful digital-marketing practices.
Advisor Perspectives Ranked as Top Newsletter for Financial Advisors
For the second consecutive year, Advisor Perspectives has been ranked as the electronic newsletter that is most-read by financial advisors.
Five Marketing Opportunities in the Pandemic
Here are five growth opportunities that will help you advance your firm while the competition sits on the sidelines.
Don’t Make These Zoom Mistakes
There are three disastrous mistakes I see advisors make with Zoom calls.
Leveraging Tech Tools to Grow and Scale Your Practice
During the recent Advisor Perspectives Thought Leader Summit, two of the industry’s most respected experts shared their best practices and insights on growing and scaling your business with fintech solutions.