Sending American Lifestyle magazine is a great way to thank your clients for their continued business. Although they will appreciate the gesture, you can’t guarantee you’ll build brand advocates by just sending the magazine. To really engage recipients, you’ll have to take a more proactive approach. Whether you’re mailing for the first time or you’ve… Read more »
7 Tips for Generating Referrals Using American Lifestyle
How Financial Advisors Can Create a Value Proposition
There are not many tasks that are simple in the day-to-day life of a financial advisor. The markets change by the second, and the regulatory environment is getting more and more challenging to navigate. The financial advisor needs to be able to define themselves and their business to core clients, prospects, or centers of influence… Read more »
3 Tips for How Agents Can Create a “Wow” Client Experience
Updated November 2021 “It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett You may have heard Buffett’s or similar advice many times before, but you may never have thought about it in terms of creating an amazing client experience… Read more »
How Much Does a Polar Bear Weigh?
Enough to break the ice! (ba dum, tsh!) “Speaking of polar bears, have you read the article on them in the most recent issue of American Lifestyle that I sent you?” I know. It’s corny. But this icebreaker (submitted by our very talented production artist, Chelsea) is just one of the many ways you can… Read more »
Top 5 Things Advisors Would Change about Their Business
The role of a financial advisor is getting more complex with time, and this reality will not change any time in the near future. To be successful in this competitive environment, you’ll need to define a marketing strategy that is focused on cultivating relationships with existing clients, while also acquiring new clients. Since few financial… Read more »
Customer Story: “Two Out-of-Towners Became Clients Because of the Magazine”
I have subscribed to American Lifestyle magazine for a few years now, and my clients tell me they have to flip a coin in their household to see who gets to read it first. I sent it to two clients who did not follow me when I moved from Smith Barney to First Allied; and… Read more »
Customer Story: “It’s the Only Thing I Send People that They Bring Up in Conversation”
“I am a financial advisor and a business owner of the practice. I have been using ReminderMedia and American Lifestyle magazine for several years. I use it to keep in touch with current clients, remind prospective clients of my business, and also provide car dealerships and doctor’s offices with copies for their waiting rooms. I… Read more »
4 Strategies Financial Advisors Use to Build Trust [Updated]
Updated November 2021 Consider just how much trust someone needs to have in their financial advisor to give them continuous access to, and nearly complete control of, their life’s savings, their retirement income, and their future security and dreams. That degree of trust ranks right up there with entrusting your life to a surgeon, your… Read more »
8 No-Brainer Tips for Insurance Agents to Get More Referrals
Updated July 2023 If you are an insurance agent, chances are good you’re already aware that having a strong referral network will help you build your business. It’s even possible that client referrals are your primary lead generation tactic, and there are many good reasons for keeping that particular funnel full. Why referrals are superior… Read more »
Right-Brain Marketing for Financial Professionals
Whether you’re selling a product, service, or a combination of the two, your clients expect a unique and powerful experience with every interaction. If you can consistently deliver a great customer experience, you will strengthen connectivity—and loyalty—with your clients. Fortunately, most financial advisors are left-brain thinkers, meaning they are strategic and analytical. Marketing requires creativity—right-brain… Read more »
Lesson from a Table at Starbucks
As I sat down in my local Starbucks to write this week’s blog post, something else caught my attention. Before my fingers could hit the keyboard, two women sat down at the table next to me. They immediately engaged in conversation. Family came first. “What’s going on?” “How are the kids are doing?” “How crazy is… Read more »
Communicating with Clients: Practice Management Tips for Financial Advisors
In addition to ensuring you invest your clients’ funds so that they enjoy the maximum return, practice management includes maintaining relationships with clients and winning new clients. You know as well as anyone that different clients have different needs that go beyond how to best grow their assets—their needs extend to your communication with them…. Read more »
