,

3 Key Marketing Strategies for More Systematic Client Referrals

,
3 Key Marketing Strategies for More Systematic Client Referrals

Marketing isn’t just meant to be a tool for finding brand new, cold prospects who had no idea you and your firm existed. Marketing can be a phenomenal tool to get you more existing client referrals, instead of you having to do the “dreadful” ask! Learn how here.

,

Five Marketing Best Practices for Accountants

,
Five Marketing Best Practices for Accountants

In this article, we discuss the top marketing and sales best practices for CPA’s to differentiate their practice. This article helps you answer the following questions: “Besides providing excellent tax advice, how are you different than my existing CPA (who also provides excellent tax advice and preparation)? Or better yet, how are you different than my online tax preparer?”

, ,

Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

, ,
Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

It’s been called the “podcast to be put on repeat” by financial advisors across the nation. If you are a financial or tax advisor looking to connect with HNW individuals, this is the podcast to listen to learn how to uncover actual opportunities.

,

High Net Worth Individuals Database and Leads List

,
High Net Worth Individuals Database and Leads List

You may be search an Affluent Households Mailing Lists by Net Worth, or looking for expanding your pipeline of investors and clients through asking Is there an online list of high net worth individuals? Well, this video will provide you with 500 opportunities to get in front of more high net worth individuals!


, , ,

How to find ultra high net worth prospects

, , ,
How to find ultra high net worth prospects

In this video, I speak with one of the nation’s top divorce attorneys, someone who has represented some of the most famous family law cases, on how he has found his client base, as well as his recommendations to other service providers looking to find more ultra high net worth clients.

, , ,

The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

, , ,
The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.

, , ,

Top 5 strategies to boost remote sales for financial and legal advisors

, , ,
Top 5 strategies to boost remote sales for financial and legal advisors

Working from Home is here to stay (at least for a while), and waiting til it is over with to get back on track with your marketing may be detrimental to you and your team’s growth. In this article, we discuss five ways to arm your team around sales…all while working remotely.

,

Working from Home Productivity Test and Metrics

,
Working from Home Productivity Test and Metrics

Working from home requires its own unique traits, communication styles and behavioral tendencies. Select Advisors has developed its own proprietary Personality Test through our talent assessment coach, Anne Sandberg, to help hone in on such traits and see what needs to be addressed for maximum results within a team.

Amy in Barron's: Reinventing Marketing for the Pandemic Era

Amy in Barron's: Reinventing Marketing for the Pandemic Era

Pre-pandemic, many advisors shied away from the concept of digital marketing, relying primarily on social events and in-person networking to connect with potential clients. In a socially distanced Zoom culture, a lot needs to change for a practice to grow. Yet the opportunities are endless!

,

How to stay on top of mind with your prospects when people can't meet in person!

,
How to stay on top of mind with your prospects when people can't meet in person!

One of the top questions we get asked from our financial, legal and tax clients these days is: How do I stay relevant and on top of mind with my prospects and clients when I can’t physically see many of them? We’ve created a video to share a few strategies!

Women: Stop Talking About Work-Life Balance!

Women: Stop Talking About Work-Life Balance!

There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.