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Client Engagement (3)
Top TED Talks for Financial Advisors & Leaders
After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...
Public Speaking for Financial Advisors
Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable...
5 Client Acquisition Techniques for Everyday Life
Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...
The Power of Listening
I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...
The Future Client
As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only...
6 Simple, Impactful Ways to Be a Better Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell
Financial Advisors: Stop Selling & Start Partnering
One of the most challenging aspects of coaching for those who are new to the profession or—as is frequently the case in financial services—those who are accustomed to...
Use Financial Literacy Month to Deepen Your Relationship with Clients
How have you used Financial Literacy Month to help your clients and deepen your relationships? April offers an excellent opportunity to discuss the importance of...
Your Next-Gen Centers of Influence
It’s no secret that there is a lack of young financial advisors in the industry. Only 5% of the 315,000 advisors working in the U.S. are under the age of 30. This is due...
Ask Yourself These 12 Questions To Uncover Your Best COIs
Your client advocate and professional advocate relationships, or centers of influence, are incredibly important for the success of your business. As a seasoned advisor...
Communicating with Your Loyal Client Advocates
We have been discussing the importance of financial advisors connecting with Professional Advocates and Loyal Client Advocates collectively over the past few weeks. It’s...
Financial Advisors! 6 Keys to Change Your Client Conversations
As you wrap up the New Year it’s important to set aside some time to sit down with clients, whether to tie up loose ends from 2014 or begin preparations for 2015. As you...How To Host A Client Appreciation Event with Purpose
So you're thinking of hosting your own client appreciation events? So how do you get people to come, how do you get them to stay, and—most importantly—how do you achieve...
Keep Your Marketing in Mind Even After You’ve Snagged the Client
If financial advisors choose to invest the time and money to create an online presence, they better believe that people are going to place some value in it and except to...