The Memorial Day weekend traditionally signals the beginning of summer with its barbeques, lazy afternoons and outdoor activities. If catching up on reading at the beach is one of your summer “to-do’s” I have a few suggestions for you to consider...Read More »
Comments
Encourage sharing of information about your firm to help drive Word of Mouth. First in a series of actionable, tips on driving more referrals from Word of Mouth by Cynthia Stephens...Read More »
In Q2 2012, ByAllAccounts conducted a survey to find out the common traits of successful financial advisors. The survey provided interesting insights. What we found was that advisors spent most of their time with clients, not in the back-office - 81% said they spend the majority of their time on client management, communication and service; while only 18% said back-office operations and reporting. Among the other key findings were:-..Read More »
Before embarking on a road trip, you need to know a few important facts – not only your point of origin and your desired destination but also a detailed map of the route you want to take. Your prospects go on a similar journey on their way to finding financial services. Their point of origin is the realization that they need sound financial advice from a professional. Their destination is opening an account at your office and transferring their assets to you...Read More »
Word-of-mouth. It’s often called the most valuable form of advertising—with good reason. A word-of-mouth referral from a friend, colleague or industry expert can go a long ways, and provide all the impetus necessary to contact the person or firm being recommended...Read More »
The success of many of the top-earning financial advisors hinges on their ability to simply get more clients. Although exceptions to this rule exist, the advisors who outlast their peers and are nearing retirement with a big book of business are usually those who did more prospecting (and more effective prospecting) earlier in their career. They are also more likely to have maintained the practice even when other advisors stopped...Read More »
In case you missed the seismic shift in distribution (a.k.a. sales) that has occurred during the past decade let me repeat it -- power has shifted from sellers to buyers. As a consequence selling has become increasingly difficult...Read More »
Like most financial advisors you probably get the majority of new clients through referrals. Many of you ask your clients for referrals, while others have told us in surveys they don’t ask because they don’t feel they have earned the right to ask for one...Read More »
When it comes to using technology gadgets, such as computers, tablets and Smartphones, most advisors probably think of them as tools to enhance business productivity. As a marketer, I recommend that you also think of them as a means of communication. Third in a three-part series of actionable, tips on using technology...Read More »
Second in a three-part series of actionable, tips on using technology. The start of a New Year is a great time to think about new ways of delighting your clients and potential clients. In this post I’ll give you a tip for effectively using online video in your practice. And, the best part? You don’t have to be a marketing wiz or tech guru to use it...Read More »
_S6_010913-09.png)
Schedule a Call | Contact Us | (781) 376-0801 | 
Copyright © 2013 byallaccounts. All rights reserved. Privacy | Site Map
