Do It for the Plot
Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set…
Category: Acquiring Clients
The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume…
If You Design for Average, That’s All You’ll Be
All Financial Advisors look alike to affluent Clients. I’ve studied the data for more than 25 years and when a successful affluent person meets a…
What We Can Learn from a Village Postman
What does “doing small thoughtful things for people” have to do with client acquisition? Well, I would say it was a key to my success…
How long will it take to acquire my next Ideal Client?
While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from…
The Two Client Acquisition Projects All Financial Advisors Must Master
As you may know, I’m working on a course about how I acquired more Ideal Clients faster than any other Financial Advisor on record, before or…
10 Hidden Benefits That Happen When You Focus On Unsolicited Client Referrals
While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed…
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:…
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…