The 3 Client Acquisition Projects: Financial Advisor Mastery
Category: videos
Newer Financial Advisors Have an Advantage
Despite veteran financial advisors’ experience, many potential clients prefer newer advisors who offer more comprehensive services, highlighting a significant gap in the market that newer…
Become The Only Financial Advisor In Town
Potential ideal clients find most financial advisors indistinguishable and seek one who offers a truly comprehensive service, including coordinating all financial aspects and ensuring transparency.…
3 Things a Trusted Advisor Expects From Every Member of The Service Team
Mark outlines three expectations for his team: provide comprehensive financial services, become indispensable to each ideal client, and deliver an extraordinary client experience through dedicated…
What CRM is right for my Financial Advisory business?
Mark discusses the critical features and considerations for choosing an effective Client Relationship Management (CRM) software. He emphasizes the importance of note-taking capabilities, task management,…
Paper vs. Electronic Reports: Financial Advisor Mastery
Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using…
The 10-Minute Knock: Financial Advisor Mastery
Mark describes the “10-minute knock” method used in client meetings to ensure efficient time management. This technique involves a verbal countdown and a non-intrusive reminder…