Do people visit your website and then leave? Is it completely up to them to come back, learn more and then contact you to learn more about working with you?

Why are you making it so hard for yourself?

Dave Grant
Posted by
January 20, 2015
Find more posts like this in: Practice Management

Whatever happened to the good-ol’ days when an advisor would leave their office, go visit with someone and talk about their finances and life. They would share an afternoon with them, talk about their hopes and dreams over a pot of tea and connect with another human being in a casual environment.

Dave Grant
Posted by
January 7, 2015
Find more posts like this in: Client Engagement, Practice Management

I sounded terrible!

At some points, I sounded bored or didn’t really understand what I was talking about. There were several times where I kept talking to make a point, when I could have finished 30 seconds earlier. Even I was getting annoyed at myself listening to the playback.

…What do you sound like?

Dave Grant
Posted by
December 29, 2014

Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless. We often send various seasonal gifts to clients, whether it was cards or other assorted items. But what if gift-giving went a step further? What if your gifts could impact more than just your clients and helped the community?

Dave Grant
Posted by
December 12, 2014
Find more posts like this in: Client Engagement, Practice Management

Last week’s marketing session addressed a big, overwhelming challenge: “We’re throwing content out there, but not getting any response back. We’re getting ‘Likes’ on Facebook… but we have ZERO engagement with those people. I feel like our strategy right now is throwing content out there, but not knowing what to do…”

Carolyn McRae
Posted by
November 11, 2014
Find more posts like this in: Opinion, Practice Management

You’re looking for a way to better your business, and improve your relationship with your existing clients. If you want a tried and true way to improve client engagement? Let the clients be your guide.

Posted by
November 6, 2014
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The following is part of The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before.

Carolyn McRae
Posted by
November 5, 2014
Find more posts like this in: Dear Advisor Letters

The following is part of The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before.

Carolyn McRae
Posted by
November 3, 2014
Find more posts like this in: Client Engagement, Dear Advisor Letters

Are you a perfectionist? Here’s a clear plan to finally get out of your own way…

Carolyn McRae
Posted by
October 29, 2014
Find more posts like this in: Uncategorized

It’s the Halloween season, and we’re feeling nostalgic for costumes, candy, haunted houses, and spooky episodes of ”Scooby Doo, Where Are You?”.

Want an excuse to watch a Scooby episode this week?

Posted by
October 29, 2014
Find more posts like this in: Client Engagement, Practice Management