Every advisor falls into these five social media profiles. Which one are you?
I've yet to meet an advisor who I wished had written a book.
Can you connect to big shot prospects through social media? Most advisors don’t even try. That’s a shame, because I’ve found an extremely effective way to reach just about anyone.
As someone who is in contact with tons of advisors each month, I’m constantly amazed at how so many of them will spend six thousand dollars on a Brioni suit to make them look successful and pay zero attention to their hair.
How to dress is not something they teach you in the CFP curriculum, but they should.
Advisors should use a few elements from Silicon Valley’s office design to improve success when prospects visit.
How should you approach a casual acquaintance and open the dialogue about working together?
Everyone keeps saying that advisor fees are on the decline. Hogwash!
Humor is a lethal weapon. To connect better with your audience, refresh them, relieve tension in stressful situations and be more relatable and real to the people you want to impress, here are ways to infuse humor into your business, and some that you’re better off leaving out.
Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show how that was done. But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.