Marketing. It’s one of the more important aspects of our business. And one of the biggest—both in terms of budget and effort. But it’s hard to quantify “really good” marketing versus “really bad” marketing. When you feel like you’re spending money left and right, it has to be good, doesn’t it? The truth is, money …

Good Marketing Is All About Consistency Read More »

To establish trust, it’s critical to understand why your client asked the question. In today’s world of information overload, there’s an adage from President Ronald Reagan that seems especially relevant. He used to ask his team to “trust, but verify.” With so much readily available information, we need to determine what we can trust. Whenever …

Trust, But Ask Why Read More »

Whenever I’m working with advisors one-on-one or chatting after a speaking engagement, they usually ask, “How do I find better clients?”  Typically, that question translates to “How do I find people with more money?” My first thought is to caution that type of thinking. Just having money doesn’t necessarily make that client the right client. …

To find the right clients, you need to understand them. Read More »

Prospecting is the most difficult task when it comes to building our business — especially if we’re trying to figure out how to do it with more clients. I was reading a book over the weekend called The Distraction-Proof Advisor by Paul Kingsman. He talks about how he prepared for the Olympic Games. As a …

What’s the best way to prospect for new clients? Focus on keeping it simple. Read More »

Our day-to-day activities pull us in different directions. Sometimes we feel like we are going 100 mph in a 55-mph speed zone and getting no where. We are servicing clients, preparing and monitoring financial plans, and listening to rapidly changing market conditions on the television in our office. We suddenly look up at the clock …

More Prospects to Meet Read More »