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 »
How Financial Advisors Can Create a Value Proposition
New Look for Online Account Manager
We are pleased to announce that the American Lifestyle Online Account Manager is sporting a new and improved appearance. But first, a little backstory . . . The first American Lifestyle Online Account Manager was created in 2003 before the first ALM was printed, mailed, or even designed. We were taking advance orders for the… 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 »
A Unique and Creative Client Holiday Gift (with Benefits for You)
With the holiday season fast approaching, there’s no better time than right now to start thinking about how you’re going to boost your visibility during the holidays. ’Tis the season for greeting cards, fruit baskets, and holiday parties—yet standing out from the crowd means thinking outside the box and putting your own creative spin on your… Read more »
How to Make and Stick with Your New Year’s Resolutions in 2015
It’s that time of year again. When the calendar flips to January, hopeful individuals and small businesses resolve to change their ways—to be more successful, happier, or just better in general. Yes, it’s time for our annual New Year’s resolutions. But why do we make them? And do they really work? According to a recent… Read more »
How to Develop a Compelling Value Proposition
A while back we wrote about the importance of defining your What? How? Why? If you haven’t done that yet, go back and read the article for some practical tips. It’s an important concept to guide all your marketing efforts. A firm understanding of your What? How? Why? will help you turn possibilities into leads,… Read more »
How to Avoid Being Salesy When Asking for Referrals
How many times have you heard or read this advice? “If you want more referrals, ask for them.” It’s good advice when you consider that providing referrals is not usually on your clients’ minds. But that advice is also incomplete; simply asking doesn’t always give you the results you need. For one thing, you need… Read more »
Secrets for a Better Professional Headshot
A while back, we wrote an article about some of the common mistakes real estate agents make with their headshots. If you don’t avoid these things, you could end up on a site like this one or this one. So what should you do to take a good picture? You don’t have to be a… Read more »
Perfect Closing Gifts for Spring
It won’t be long before winter ends and people emerge from states of partial hibernation to start looking for homes. The energy of spring is on the horizon and that means a busy season for real estate agents. Hopefully you have remained in touch with your sphere over winter and will be able to hit… Read more »
What Successful Advisors Talk About More Than Money
People hire financial advisors to help them manage their money. So you’d think those clients would want to talk money every time they speak with their advisors. But that isn’t the case. Most people would rather only discuss financial matters when a specific need arises. Unless they need to change course, it’s easier and less… Read more »
Top 3 Timeless Real Estate Marketing Strategies
Marketing trends may come and go, but there are some timeless strategies you can apply that will always help you win more listings and close more business. 1. Get more personal with clients and prospects The real estate industry seems to be all about innovation. Just about every day someone is talking about the latest… Read more »
No Talent Necessary
The person blessed with drive, not talent, is the one who achieves the most. Talent is perhaps one of the most dangerous words in the language of business. The reason it can be deceitful is that it describes something that is not altogether tangible. We cannot count talent the way we count money, we can’t… Read more »
