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
What to Send to Your Email List
Your email list is a great way to keep people in your circle updated and informed—letting them know what you’re up to, as well as what you have to offer. It might be tough to decipher what information is worth sharing and how often to send out emails, but, once you find a good rhythm,… Read more »
How to Keep Your Employees Inspired
Motivating employees isn’t about perks like snacks, ping pong tables, or company events. When employees are uninspired, it’s because they’ve lost the vision that allows them to grow. And, when it comes down to it, no amount of perks can fix that. The key to leadership is helping the people under you achieve their dreams,… Read more »
Why Financial Advisors Should Be Hosting Seminars
If you’re a financial advisor looking to connect with new clients, it can sometimes feel like your options are limited. Once you’ve tapped into your sphere of influence and people who they know, you need to find creative ways to attract new clients that also won’t cause compliance-related headaches. When it comes to making a first… 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 »
Find the Right Employee: 3 Interview Tips for Hiring Managers
When you’re trying to build a team that will help you grow your business and crush all of your goals, it’s crucial that you invest in the right people. One of my Instagram followers recently asked me what I look for in a potential employee. (Thanks to Levi for this great question!) Like anyone else,… Read more »
Improving Client Relations for Your Business
If you’ve lived in the same place for some time, it’s likely that you frequent certain restaurants, shops, and other businesses. Over time, you’ve probably built a close relationship with the owners and employees. You may even be on a first name basis, know about each other’s families, and have a general interest in their… Read more »
How a Real Estate Agent Stays Top of Mind with Her Clients Who’ve Moved
When it comes to earning repeat and referral business from clients, agents need to be prepared to go the extra mile. For Deb Gorham, REALTOR® (who works with both Samson Properties in Northern Virginia and Domain Realty in Florida), American Lifestyle magazine has been an essential tool in building and maintaining customer relationships. How does she use… Read more »
Targeting Facebook Ads for Real Estate Agents
For real estate agents, targeting Facebook ads may seem odd. Shouldn’t you consider everyone a potential client? In theory, yes—you should consider anyone looking to buy or sell a home as a potential new client. But you know that you can’t be all things to all people and still be good at your job, and… Read more »
Make a Good Impression with Useful Promotional Items
Though many businesses focus heavily on their digital marketing efforts, the overwhelming amount of advertising on the web and social media can make it difficult for your brand to stay top of mind. That’s why it’s important not to overlook options for reaching people in the “real world.” One of the best ways to maintain… Read more »
The Top 3 Things Your Impression Piece Should Accomplish
In business, it’s one thing to make a great impression with clients and prospects, but do you have a piece that’s going to create an impression that lasts? In today’s Above the Noise, Josh breaks down what an impression piece is for your business and the top three things it should accomplish. Video Transcription Hi… Read more »
7 Fun Infographics to Share with Health-Minded Clients
When you’re looking to create lasting relationships with your clients, it’s important to have a strong social media presence and consistently offer up compelling content. But, while you might be content to talk to anyone about real estate, finance, or whatever line of work you’re in, the truth is that your client doesn’t think about… Read more »
