Consultative Sales: The Anti-“Bud Fox” Method

Consultative Sales: The Anti-“Bud Fox” Method

Bringing in new clients into an advisory practice is the lifeblood of any business, yet there are still sour thoughts from some professionals on the old-fashioned way of cold calling prospects. In this article we discuss the new methods for growing a wealth management practice, by serving as a true consultant to those who can benefit.

Tools to Make You Feel Good and Productive Every Day!

Tools to Make You Feel Good and Productive Every Day!

How can you increase your productivity at work and in your business every day? Have a daily feel-good list. Our well-being coach Sarah Hodges explain how to convert every day into a thriving and balanced experience at work and at home.

Curate client events for the greatest impact

Curate client events for the greatest impact

CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?

How millennial advisors can feel more authentic when presenting to older investors

How millennial advisors can feel more authentic when presenting to older investors

Many times, millennial advisors and those just entering the industry get quite intimidated proving their value and worth to a successful prospective or existing client, particularly when there is a huge dispersion between the advisor’s age and that of the investor. Traditionally, the methodology to get around this fear has been “Fake it til you make it”. Our Introversion Coach, Heidi Brown, states otherwise.

Why The Best Sales Training Approach Depends On Your Unique Sales Personality Style

Why The Best Sales Training Approach Depends On Your Unique Sales Personality Style

Read our latest white paper published on the Michael Kitces website. Sales training programs should be designed around an advisor’s specific personality type. Learn about the three Consultative Sales Personalities our firm has identified, and specific strategies each of those personality types can employ to turn your unique challenges into business development advantages.


To Be Most Productive, Stop the Haunting from the Ghosts in Your Past

To Be Most Productive,  Stop the Haunting from the Ghosts in Your Past

Are there specific triggers that stop you from performing at your best in your career and with your clients? Are there fears you have about putting yourself out there to develop more opportunities for yourself and for your team? Those may be due to ghosts from your past, which Sarah Hodges, our productivity coach, describes here.

Appearances Deceive, Conversations Reveal in Hunt for Clients

Appearances Deceive, Conversations Reveal in Hunt for Clients

Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.

Why More Financial Advisors Should Hire a Sales Coach

Why More Financial Advisors Should Hire a Sales Coach

Research by the Sales Executive Council shows that no other productivity or marketing investment comes even close to sales coaching in improving a professional's performance pertaining to growth.  A sales coach can be the most powerful tool you can invest in as an advisor to help your practice grow. 

How the Ostrich Effect Applies to Getting New Clients

How the Ostrich Effect Applies to Getting New Clients

The Ostrich Effect is a social science theory that helps us understand what information people are interested in receiving, and what content they will avoid. Learn how using this theory can help you find new clients.

Barron's Article: To Earn More Money, Maximize Your Time

Barron's Article: To Earn More Money, Maximize Your Time

The number one constraint holding us back from growing our practice is time. With so many obligations, from family to client servicing, it seems like a waste of time to go to a networking event or take out a referral source to yet another lunch. Read this article we published in Barron’s to hear our views and recommendations for better managing your time.

Amy's Recent Barron's Article: Women, It's Time to Make it Rain

Amy's Recent Barron's Article: Women, It's Time to Make it Rain

Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. But there’s a deeper obstacle, one that I’ve seen consistently in my own successful advisory career and now as an advisor coach. Very simply, most women are afraid to bring out their persistent, more forceful nature—they’ve been conditioned to keep it under wraps. But that nature is essential to get in front of more opportunities and close business.  Here's how to conquer that.