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FebThe job of a financial advisor can be both exciting and rewarding. This is a career that lets you take your passion and expertise so that you can help others gain financial literacy and grow wealth. If you’re an entrepreneur with your financial advisor career, you have to market yourself in a way that can show your […]
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FebA Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals. A friend and mentor that I’ve worked with for 20+ years has a phrase that is extremely useful to reframe your thinking. It’s “Make a Sale to Create a Customer” – rather than create a customer to make a sale. I spend about[…]
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FebDid you know 56% of consumers consider direct mail to be more trustworthy than emails? Or that 70% find it more personal? As a financial advisor or wealth manager, you know that building trust with your leads and clients is key. So is establishing communication that feels personal. As the above statistics just revealed, snail mail is the[…]
