Financial Advisor Instagram Questions Answered
In digital marketing, you are better off being one step ahead than one step behind. For advisors, Instagram is that one step ahead right now. We’ve gotten increasingly more questions from financial advisors about it recently and thought it would help to address them in this article. Enjoy! 1. Isn’t Instagram mostly for the younger […]
Generate Referrals with This Simple Phrase
Let’s face it, affluent investors do not like their financial advisor asking them for referrals. We have over a decade of research telling us this simple fact; approximately three-quarters of affluent clients don’t appreciate being asked for referrals. Period! On the other hand, assuming that you’ve established a strong emotional connection with your affluent clients, […]
What’s Your Summer Game Plan?
You’ve most likely just entered the most unprecedented summer of your career, if not your lifetime. Camps have opened, then closed. Vacation travel began and then came to an abrupt halt. States have opened and closed, wearing masks – yes, no, yes – it’s as if COVID-19 is playing with us. So what’s a good […]
Getting Back Into a Marketing Rhythm
Do you find yourself in cycles of strong marketing activity followed by equally strong periods of marketing inactivity? Most of us do, and the current environment only complicates the situation. But the “start” and “stop” mentality doesn’t develop good prospecting habits or enable you to get into a rhythm with your marketing. The solution is […]
Activating Your Most Powerful Force
Last week I received an unexpected email from Patrick Canion, a financial planner who I had the pleasure of working with nearly 30 years ago in Perth, Australia. At the time he was a young sales manager for National Mutual and, over the past 27 years, he built his own financial planning practice to a […]
Are You Being Lazy with Your LinkedIn Content?
A few weeks ago, I recorded a video on why only posting third-party content on LinkedIn is a major miss for advisors. It received quite a bit of attention and ultimately started trending under the #financialplanning hashtag. Here’s the skinny… Too many advisors use third-party applications to post only content from outside sources (NY Times, […]
5 Books to Gain Perspective
Allow me to take you into my thinking behind these five books. Much of it evolved from conversations with two close friends; a pediatrician who’s worried about keeping people healthy and a businessman worried about the economy. I had an epiphany: rather than suggest books for easy (mindless) summer reading, I decided to take you […]
We Can Control Our Dreams in a Crisis
Have you found yourself having more vivid dreams? Have you been dreaming about some of your regular activities pre-COVID-19? I have. This is why I read a recent NYT article (April 13, 2020) by Caity Weaver, “Why Am I Having Weird Dreams Lately?” with keen interest. Weaver’s article was based on the work of Deidre […]
A Can’t-Miss COI Campaign
Centers-of-influence (COIs) like attorneys and accountants can be wonderful referral sources in general, but even more so in times like these. Why? Clients are looking for advice and counsel. Some call you, but others call their accountants. This is an ideal time to be in close contact with these professional partners. Now, what’s “can’t-miss” about […]
The Financial Advisor of the Future
Over the past week, I participated in WebEx meetings, Zoom meetings, Microsoft Team meetings, remotely filmed a number of videos, and conducted three live webinars with video. Needless to say, all of this forced me to upgrade my home computers and laptops in order to be able to download the necessary apps (I use Apple […]
