If you’re a financial advisor, your long-term success depends on your ability to attract and retain clients. First of all, you need to be able to make the investment decisions that will benefit your clients both now and in the long run. But you also need to be able to build and maintain relationships—a skill… Read more »
4 List Building Tips for New Financial Advisors
Get to Know Your Clients with the FORD Method
Solid client relationships are the key to your long-term success. If you need proof, consider that acquiring a new client costs far more than retaining an existing client—anywhere between 5% and 20% more. Just four years ago, in 2020, CallMiner reported that customer churn cost US businesses $168 billion per year—an amount that has only… Read more »
4 Effective Ways Advisors Can Get More Clients
If you’re a financial advisor who’s struggling to grow your book of business, let me start off by saying one thing: I hear you. Over the years, I’ve talked to a lot of people who work in financial services. One of the most common pain points they’ve shared, time and time again, is how difficult… Read more »
The 4 Pillars of a Great Leader
What makes a great leader? As someone who strives every day to be the best leader possible, I’ve spent a lot of time thinking about this. And I’ve come to the conclusion there are four things that make a leader truly great. 1. A great leader sets the vision. As Stephen Covey says in The… Read more »
Which Types of Facebook Ads Should You Be Running?
When you’re looking to attract new leads and drive more sales on Facebook, there are few things more effective than a targeted ad campaign. Luckily, there’s no shortage of options for connecting with the audience of your choosing. Though your individual results will ultimately depend on a number of different factors, you can increase your… Read more »
Stop Making These Excuses When You Fail
When it comes to succeeding in business, you need to have a positive mind-set. Every top producer has different routines and strategies, but the one thing they all have in common is that they refuse to be held back by excuses. Whatever field you’re in, the sooner you understand the danger of a defeatist mind-set,… Read more »
Should You Choose a Personal or Business Profile on Instagram?
With over one billion monthly users and an estimated 71 percent of businesses using the platform, a viable Instagram presence is a must for any sales professional looking to make an impact. If you’ve got a business page on Facebook, you’re already aware that it has a starkly different appearance than your personal profile. But,… Read more »
Kick-Start Your Client Relationships with These 6 Icebreakers
As a member of ReminderMedia’s Client Success team, I’ve helped real estate agents at all stages of their career—from brand new agents to top producers who’ve been in the game for years. Through those conversations, I’ve learned a lot about the pain points that agents experience every day. One thing I’ve noticed in particular is… Read more »
Celebrate Childhood with ALM67
Connecting with your recipients has never felt so nostalgic. With Issue 67 of American Lifestyle magazine, you’ll inspire their inner child by sharing your support for the creative arts and Pediatric Cancer Research at The Children’s Hospital of Philadelphia. Skip the Mantel The Children’s Edition hits homes right in the heart of the season for giving, and… Read more »
5 Unique Ideas for How to Win a Listing Presentation
If you’re wondering how to win a listing presentation or a buyer presentation with more regularity, these sure and easy tactics are just what you need. How often do you walk away from a buyer or listing presentation having won the right to find or sell a prospect’s home? If you consider NAR’s most recent… Read more »
How Advisors Can Increase Retention with the 80/20 Rule
When you work in financial services, it can be extremely difficult to juggle all of your responsibilities at once. To keep your business afloat, you need to work to attract new prospects while frequently touching base with existing customers—not to mention all the hard work you put into actually managing wealth. On top of all… Read more »
How to Develop a Sales Pitch that is Worthy of “Shark Tank”
Contestants on the show “Shark Tank” face enormous pressure. They have one shot to convince the sharks to invest in their business. That pitch is the difference between gaining tens or even hundreds of thousands of dollars or walking away empty-handed. Not only does it make for riveting television, but it also provides a barometer… Read more »
