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How to improve the quality of your client referrals received

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How to improve the quality of your client referrals received

This blog post explores the importance of improving referral quality for financial advisors. While receiving referrals is typically viewed positively, advisors often encounter referrals that don't align with their target client profile or fail to convert into actual clients. The post highlights three key factors contributing to this issue. Firstly, the lack of clarity on the advisor's niche market, emphasizing the need for a specific and well-defined ideal client. Secondly, referrals driven by niceness rather than suitability, necessitating client education on making appropriate referrals. Lastly, the importance of strong sales coaching and consultative skills to effectively convert referrals into clients. Addressing these factors can optimize referral processes, attract ideal clients, and foster business growth.

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Conquering the Cocktail Party: Six Steps for Effortless Mingling

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Conquering the Cocktail Party: Six Steps for Effortless Mingling

Networking is crucial for career development and business growth. Mastering networking skills leads to valuable connections and opportunities. Strategies include making connections during introductions, confidently approaching groups, excelling at small talk, avoiding controversial topics, and knowing when to move on.

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2024 Prospecting Strategy for Financial Advisors: Build Your Trust Visibility

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2024 Prospecting Strategy for Financial Advisors: Build Your Trust Visibility

YOU and your clients believe you are trustworthy. But how can you prove that to those who don’t know you? Is there a benchmark for measuring your trust level against, so you can measure your stats and improve them if need be? We believe so, and we want to show you the building blocks around measuring “trust.”

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Best questions to ask your team during your sales/pipeline review meetings

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Best questions to ask your team during your sales/pipeline review meetings

Managing a sales team, or developing a new one, can be frustrating, especially if you don’t know how to best coach your team around sales to develop their pipeline. In this article, we’ve outlined 10 questions to help shape your meetings for better outcome.

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5 Client Segmentation Structures to Revolutionize Your Advisory Practice

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Feeling overwhelmed about the lack of categorization and organization in your client base? Given two finite resources, time and labor, as an RIA, wirehouse advisor or tax advisor, it’s important to put clear lines between the types of clients you serve and want to acquire, the service quality you provide to each, and your fee plans.

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Financial Advisor Marketing and Branding Solutions

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Financial Advisor Marketing and Branding Solutions

In this video we discuss storyselling strategies for financial advisors, best ways to get more referrals, marketing strategies and branding ideas for wealth management firms and a lot more.

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Bedside Manners: One of the biggest skills you can gain in your career

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Bedside Manners: One of the biggest skills you can gain in your career

Have you ever heard of the term “bedside manners” when it comes to doctors? We all know that we don’t want our doctor to just know how to do his job right; we want him to communicate with us and help us feel better emotionally. This is what we call “Soft Skills,” and we can all benefit from it to stand out in our profession.

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The most critical Soft Skills for more people to trust you

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The most critical Soft Skills for more people to trust you

There are some people in this world you have never met but somehow deem as trustworthy. For each of us, that person is different. But what are the skills these people have to make so many people trust them, even though we have never met them? In this article we disclose some of those top skills, which you can develop as well!

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Which personality test is best for my team and company goals?

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Which personality test is best for my team and company goals?

You’ve heard about Big Five, DiSC, HEXACO, Myers-Briggs, StrengthFinder, Eysenck and Minnesota Multiphasic Personality. In this article we will share with you our favorite personality test for leadership and sales, which is none of these, and how it can help you make critical decisions around your business.

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Serena Williams' Dad's 85 Page Business Plan to his daughters' success

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Serena Williams' Dad's 85 Page Business Plan to his daughters' success

This story is about visualizing the most impossible dream, and mapping out a business plan to make it come true. It is a fascinating story about consistency and following a blueprint, which has helped two families from across the world groom world champions.

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How to Boost Your Team's Emotional Intelligence with Clients and Prospects

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How to Boost Your Team's Emotional Intelligence with Clients and Prospects

How advisors, lawyers and CPA’s can increase their emotional intelligence with one simple step.