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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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FebIt’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look at their business with fresh eyes, especially in light of new SEC rules and the ability to use testimonials. I was spending my weekly “wondering around” time in Barnes and Noble (sadly didn’t have time to head[…]
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FebWhat “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number with frankly limited interest in nor much going on when it comes to marketing their practice. There’s not much to say about that category other than a quick reminder of a Dan Kennedy quote: “Once someone goes[…]
