Dec 1, 2022
As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to do what you do.
What we’ve learned through the years about sales is that what makes it work well is having a system, and...
Nov 1, 2022
It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach.
When you set goals for a year, it’s very easy to forget about them over the course of 12 months. But if you can break that down into three-month periods, it...
Oct 1, 2022
So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral part of what we do.
Sometimes, though, we make it so important that we’re willing to put up with a difficult relationship just...
Sep 1, 2022
We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.
So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a...
Aug 1, 2022
Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends.
This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still...