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 »
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It should come as no surprise that the next 10 years will bring significant and rapid change for financial advisors and their clients, many of whom are Baby Boomers. Longer life expectancies, savings for health expenses estimated to be as high as $250,000 per person during retirement, historically low interest rates and ongoing volatility, have converged to bring unprecedented challenges to this generation and their financial quarterbacks...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 »
Demand for trust services is on the rise. One in two (57%) financial professionals recently polled in a Wealth Transfer, Estate Planning and Planned Giving Survey cited an increase in demand last year. And, 46% believe there will be a further increase of up to 20% this year...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 »
It would appear that trust companies experienced a windfall last quarter in anticipation of the fiscal cliff, as concerned higher-income taxpayers looked for tax havens. The big question now is, how will demand for wealth transfer, estate planning and planned giving options change in 2013 in the wake of the American Taxpayer Relief Act of 2012?..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 »
At last week’s Women Advisors Forum, I was reminded about how multi-faceted the role of a financial advisor is. Joni Youngwirth’s presentation hit home with me when she spoke about the HR, marketing, operations, and other roles an advisor plays to manage her practice...Read More »
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