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Top 3 Most Popular ClientWise Blog Posts for February
With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.
Shoulda-Woulda-Coulda: Turn Your Regrets into Big Opportunities
"I wish that I were more successful…" "If only I had gotten my CFA…" "I should have gone independent…" "I wish that I could spend more time with my family…" "Where would...
4 “Magical Solutions” That Top Financial Advisors Have in Common
If you’re a financial advisor, or part of a financial advisory team, and someone could offer you a “magical solution” that could more than double your business…what is...
Breakup Emails as Prospecting Tools? Like Totally Awesome!
If the sales process for financial advisors is like the dating process, than breakup emails are a disruptive tool that is intended to trigger an emotional reaction (and...
Financial Advisors: 11 Steps to Delivering Bad News to Clients
If trees grew to the sky and the markets never declined, it would be relatively easy being a financial advisor…at least from the standpoint of sharing “bad news.”
Should Financial Advisors Have a Minimum Account Size?
We see a large number of financial advisors who struggle with whether or not to establish an account minimum for their clients. Yet, a recent study that we undertook...
How to Increase Your AUM by 49%: Set Clear Goals…and Reflect Back!
Never look down to test the ground before taking your next step; only he who keeps his eye fixed on the far horizon will find the right road…Dag Hammarskjold
The 11 Key Principles of an Exceptional Client Onboarding Approach
As a coaching company that serves successful financial advisors, one of our observations is that client onboarding is critical for successful financial advisors and...
Creating an Exceptional New Client Onboarding Checklist
Within the panorama of the client lifecycle, client onboarding provides the first impression of the depth and breadth of a financial advisor’s level of service. Winning...
Be a Better, Bolder, Bigger Financial Advisor Using Coaching Skills
In the early days of Google, they had a problem. The operative Google “truth” was that people throughout the company, including founders Sergey Brin and Larry Page, were...4 Client Techniques for Maximum Engagement
2013 was an interesting year for investors’ relationships with financial advisors. A recent survey by Phoenix Marketing reported a significant decline in investor...
Expert Financial Advisors, Tim Tebow, and the 10,000-Hour Rule
Are you an expert financial advisor? This is not a casual question. To the extent that you are able to look a prospective client in the eye and say with supreme...
Honoring Rev. Dr Martin Luther King Jr.
Today is the day that we honor the memory of Rev. Dr Martin Luther King Jr. Across the nation, church services, tributes and other events will be held to memorialize the...
Financial Advisors: Dump Your Assumptions About Millennials!
Talk about your Generation Gap! There’s a pretty big one when you look at the demographic bands of the financial advisor community.