How Financial Advisors Can Use Blogging to Gain More Clients
Want to gain more clients? If you already have a website, then blogging can definitely help, seeing that those who blog get 55% more website visitors than those who don’t. As you know, the more website...
View ArticleFinancial Advisor Meeting Checklist: Maximizing Efficiency
Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive...
View ArticleThe Role of Niche Targeting for Financial Advisors (Updated)
Did you know that in the increasingly competitive financial advisory market, carving out a niche could be the key to standing out and securing your success? According to the latest CEG Worldwide...
View Article4 reasons why Prospects Will Hire you and Not the Next Advisor
Potential clients aren’t interested in your products. Nor will they decide to work with you based on your expertise or your experience. These ‘hard’ skills are skills all advisors should have in their...
View ArticleIdentity Theory in Marketing: The Financial Advisors Guide
Did you know that aligning your marketing strategies with the identities of your clients can significantly amplify their effectiveness? Top financial advisors recognize that beyond the numbers and...
View ArticlePurpose-Driven Marketing: The Financial Advisor's Guide
Did you know that according to a study, shared values are a significant factor in building relationships between customers and brands? As a financial advisor, purpose-driven marketing can be your key...
View ArticleTime Blocking Techniques: A Guide for Financial Advisors
Are you maximizing your efficiency and client satisfaction as a financial advisor? A survey revealed that while the majority of business owners (63%) work more than 50 hours a week, they would prefer...
View ArticleMarketing 101: Brand Building for Financial Advisors ([year])
How do you differentiate yourself in a crowded market? This is a question that financial advisors grapple with daily. In an industry where a large percentage of consumers start their journey with an...
View ArticleHow to Develop Client Intimacy During Virtual Financial Planning
Imagine connecting with someone in a way that transcends the physical distance between you, creating a bond that not only fulfills your professional needs but also feels personal and genuine. With...
View ArticleNavigating the Biggest Problems Financial Advisors Face
Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique...
View ArticleFinancial Advisor Value Statements: A Key to Client Relationships
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the...
View ArticleHow Future Self-Continuity Affects Financial Planning
Are you aware that your perception of your future self can significantly influence your financial decisions today? According to a study by Hershfield et al. (2011), individuals who feel a stronger...
View ArticleHow to Differentiate Your Financial Advisory Business (Stand Out from the Rest)
How can you ensure your clients place their trust in you? The CFA Institute's latest findings are telling: 86% of institutional investors and 60% of retail investors highly trust financial services,...
View ArticleCustomer Advisory Board Best Practices (Financial Advisors)
In the dynamic field of financial advising, every insight can propel you from the ordinary to extraordinary growth trajectories. Are you aware that an overwhelming 86% of businesses report that having...
View ArticleHow to Mitigate Transference and Countertransference Issues
Did you know a striking 97% of employers value soft skills as equally or more crucial than hard skills? This insight significantly applies to the financial advisory domain. Top-performing financial...
View ArticleHow to Navigate Clients’ Anxiety Around Change (Guide)
Did you know that a notable 64% of Americans report feeling anxious or stressed about money? This statistic has been underscored by multiple surveys, including the 2022 Policygenius Financial Anxiety...
View ArticleHow to Add Value to Client Relationships
Did you know that 72% of clients leave financial advisors due to poor communication? Transforming your client relationships from transactional to transformational has never been more crucial....
View ArticleHow to Check Your Client’s Identity (Against AI Technology)
The data is clear: According to a study by Sophos, 94% of cybersecurity and IT leaders across 14 countries encountered a cyberattack or security breach in 2022. But there’s a looming concern we, as an...
View ArticleHow to Use Behavioral Finance Concepts in Coaching Clients
Did you know that Daniel Kahneman, a Nobel Prize-winning expert, found that people’s money choices are 90% emotional and just 10% logical? This significant finding underscores the vital role of...
View ArticleFinancial Advisors for Young Adults: 4 Insights for Serving the New...
Over the next few decades, an estimated $68 trillion in wealth is going to transfer from baby boomers to their children and grandchildren, representing the largest wealth transfer in history. So,...
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