Most advisors want to grow their firm – but few have a memorable and easily repeatable unique value proposition to support their prospecting efforts. Nine key words can make a real difference.
A Client Advisory Board can be a win-win for clients and advisors when done well. Follow these steps to start a constructive feedback loop and potentially generate valuable client referrals.
If you’re trying to attract more millionaire clients, make sure you’re doing 3 key things right.
Autopilot, while efficient for flying a plane, is not effective for COI relationships.
Women of Generation X can represent a substantial opportunity for advisors. But are you confident you know how to tailor your message and approach to what these women have reported their needs and concerns to be?
Women entrust more of their assets to their advisor, and they may be a loyal and powerful referral engine. Are you maximizing your opportunities among women investors?
If you’ve been an advisor for any length of time, you know there is a high likelihood that some of your clients have assets with another broker or advisor. “Hidden assets” have the potential of taking the strategy, plan and portfolio you have agreed with your client and turning them into something completely different. So what to do?