03
MarCan your business survive if you’re unable to work for a while? The answer to this question should be yes. This is the antithesis of everything you know and believe, but it’s important if you want to grow your business. Your business shouldn’t need you to manage day to day activities. Being too involved with day to […]
03
MarWhen we ask most financial advisors how they bring in new clients, the most frequent answer is referrals. If we ask what other methods they use, the response is that they don’t use any other methods. This is not the answer of someone who wants to grow their business. In order to grow your business, you have[…]
03
MarEvents should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is especially true if your primary source of new business is referrals. At most, referrals trickle in if you rely on your clients to make the sale. By hosting marketing events, you’re giving your clients the[…]
