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.
Are you too busy to grow your practice, get more referrals from clients, improve your career or find a job that you’re passionate about? If so, read this blog to get inspired for change.
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.
On a daily basis, we hear from financial advisors complaining that their work is commoditized, meaning everyone else is doing it. With 2 million advisors and growing, that may sound like a legitimate frustration, but we don't buy it!
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.
Sometimes, the best marketing collateral you need is yourself. Take some risks by doing something very simple: Being you! This can not only intensify your existing client relationships, but it can help showcase to your potential clients why you are different than their existing advisory relationship.
Ever wonder why you're not having much success on Linkedin? Read this article to find out how to improve your approach.
Before you and your team put all other projects on hold to work on a proposal for a prospect, read this article to make sure your time spent will be worthwhile.