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How to Grow Your Ideal Client Community Twice As Big In Half The Time
How successful are your current client acquisition methods? Are you adding new clients as quickly as you’d like? How much effort are you willing to make to increase the number of new clients you’re adding per week and per month? Does your rate of client acquisition depend entirely on you, the trusted financial advisor? Are […]
How I Acquired 1,242 Clients
As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members: “How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?” Ultimately, I transformed my business and now deal with […]
Keeping Your Team Accountable (Without Offending Them)
Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the basis for accountability. Rather it is the acceptance that the responsibility for a thing resides with him, which initiates accountability.” Accountability really is something people must do for themselves. […]
Does Your Meeting Plan Include These Key Elements?
Do you know a recipe for disaster for you and your clients? It’s calling your team members to an unannounced client meeting and just winging it. In reality, can you expect everyone to be available and prepared without prior knowledge? Of course not! For it to be an exceptional meeting, you need to have every […]
The Success Trap and How To Escape It
Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the less time we have to give them the attention they deserve (and need). The less time we have for anything, really, but it especially hurts the clients. After all those […]
The Top 4 Reasons Why Clients Don’t Refer Their Financial Advisor (And How To Eliminate Them)
There is much written for financial advisors regarding “what to do” to acquire Ideal Clients, but this piece will focus upon the four biggest reasons why clients don’t refer their financial advisor, and why Potential Ideal Clients choose not to work with a financial advisor. Let’s examine four repulsive traits which will lose Clients also […]