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[…]
05
JanDuring your career as a financial advisor, you will deal with some form of client conflict. That conflict may be between your client and a family member, or the client may direct their ire at you. No matter the target, dealing with an upset client is a difficult task. The best way to prepare for these moments[…]
