07
JanUnderstanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every aspect of your business from your marketing to managing clients. You don’t need a psychology degree, but knowing how and why people make decisions is valuable. Finance is rational, and that reinforces the belief that people make […]
07
JanAs I talk with Advisors from all over the country and around the world, I continue to be convinced that a big difference between the top 1% of the industry versus the bottom 80% is one simple belief: the Magic Pill. The Advisors who fail to achieve their ultimate goals and those who take many years to[…]
05
JanDefining your niche is one of the first things you do when developing a marketing plan. When you know your niche, you’re able to create targeted marketing campaigns. People typically stop there, but it’s possible to create a narrower definition of your target market. You can do this by creating a persona for your ideal client. Creating[…]
