Category: Prospecting Intelligently

Three Ways to Generate Valuable Prospect Leads

Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisers’ businesses.

When a client feels their adviser is making a meaningful effort to understand and serve them, they are more likely to recommend their advisor to others. A positive client experience is essential to positive word of mouth.Continue Reading…

3 Tips to Help Advisers Engage Better with Prospects

Just as independent financial advisers need to provide clients with the personalized experience they want in order to keep their business, advisers have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisers want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
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What’s the Key to Running Your Practice Better? Understanding What Your Clients Want.

 

We live in a world where you no longer have to buy a newspaper or magazine—you can program mobile apps to curate news content to align with your personal areas of interest, enabling you to only receive articles about sports, specific aspects of the financial markets, and anything else you want to read, without having to skim through lots of irrelevant stories.Continue Reading…

Social Media Success for Your Advisory Practice

Networking and Social Media for Advisors

As a successful financial advisor, you know there’s more to networking than handshakes and exchanging business cards. Integrating digital touch points and social media consistently into your marketing efforts is the new normal – it helps you develop connections and further conversations that help grow your business. Continue Reading…