What’s Your Gift?
A very wise business coach convinced me that, to be effective, a client relationship should be an accountability environment. So, that’s what I created 2…
Category: Acquiring Clients
Buckle Up
How compelling is your first business interaction with a potential client? Is your Initial Client Interview designed so that it literally “knocks the socks off”…
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…
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…