Corinne DeCost

16 Quotes to Help You Inspire Clients

16 Quotes to Help You Inspire Clients

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When trying to inspire your audience about finance, sometimes your own words feel inadequate. It’s frustrating trying to come up with the perfect way to say something, especially when the truth is that it may have already been perfectly said.

When sending an email (either in the body, or as part of your signature), updating your blog, or tweeting something out – Use the words of these wise folks…

(Tip: Quotes are a great way to spark engagement with your followers on Twitter.…

The Top 5 Ways Advisors Use Their Tablet

The Top 5 Ways Advisors Use Their Tablet

In an advisor technology survey last year, 46% of respondents reported using an iPad or other tablet technology in their firm. When asked how they use their tablet, five noticeable trends emerged.

Here are the Top 5 Ways Advisors Use Their Tablets:

1. In-Person Client Presentations

ipad_printable_timesheetSome advisors do entire presentations on a tablet, while others prefer to run the presentation on a screen and allow the client to follow along and make notes on a tablet.…

[INFOGRAPHIC] 65% of HNWIs expect this within 5 years - or they'll leave

[INFOGRAPHIC] 65% of HNWIs expect this within 5 years – or they’ll leave

65% of high-net-worth-individuals expect you to be doing THIS in the next five years.

57% your clients are considering leaving your firm if you don’t start soon. That same 57% also expects you to run your firm based primarily off of this.

How can you avoid losing clients, and listen to these rising demands?

BLOG inforgraphic HNWIs

 

As the WorldWealthReport.com pointed out with this infographic:

“Digital has become the new wealth management industry mandate for meeting client expectations, providing integrated client experiences, reducing flight risks and increasing profitability.…

Explain Like I'm Six: Account Aggregation

Explain Like I’m Six: Account Aggregation

Account aggregation. It was a daunting term the first time you saw it.

While most people in the industry are familiar with account aggregation technology at this point, you now face the challenge of explaining it to your clients.

You’ve invested in account aggregation, are excited about the capability to aggregate their accounts, and know it’s going to increase the level of service you provide (and rock their world), but how do you begin to explain it to them?…

It's Time to Rethink The Standard Email Newsletter

It’s Time to Rethink The Standard Email Newsletter

newspaper-glassesMany advisors send out a regular email newsletter.

Whether you send them once a week, once a month, or once a quarter, email newsletters can take a lot of time to pull together. But they don’t get as much attention from clients as you’d like. You see that many people delete the email without even opening it.…

Advice People Get About Choosing "The Best Advisor" and What You Need to Know

Advice People Get About Choosing “The Best Advisor” and What You Need to Know

You prep before every meeting.

Especially for a prospect. After all, your first meeting with a potential client can be make-or-break. You never go into this meeting blind. You have all of your information prepared and have a strong agenda laid out, feeling excited to hear their story and hook them into becoming a client. You do your research…

Magnifying-Glass-on-Paperwork-with-Charts-960x645…But so do they.…

Why Clients Aged 50+ are Firing Their Advisor

Why Clients Aged 50+ are Firing Their Advisor

bif-leaving1-300x274A shocking new report: Investors aged 50+ are firing their financial advisors, moving to online platforms that allow them to manage their own finances.

It’s a common assumption that people over 50 are “tech-illiterate” and rely heavily on the assistance of a personal financial advisor. Recent developments suggest these assumptions couldn’t be further from the truth; 49% of investors over 50 years old are self-directed.

5 Types of Emails that are Clogging Your Inbox

5 Types of Emails that are Clogging Your Inbox

Inbox

Your inbox is your life. You write a LOT of emails, and you receive at least twice as many. It’s one of your strongest tools for client communication, and it’s almost always connected to you through your smartphone. But with hundreds of messages sitting in it, read but lingering, it’s impossible to find the information you need at the moment you need it.…

Why Your Next Prospect Can Come From "Reddit"

Why Your Next Prospect Can Come From “Reddit”

The “perfect” prospect

You know the best time to meet a potential client is when they feel like they NEED the help of a financial advisor.

When they feel the pain of not having one. When they have a question about retirement, saving, investing, etc. that they can’t seem to answer on their own. That’s when they’re most interested in having a conversation (and potentially working with you).…

Why Coca-Cola's Logo Earns an A and Financial Advisors Get a D+

Why Coca-Cola’s Logo Earns an A and Financial Advisors Get a D+

800px-Coca-Cola_logo.svgLogos hold major importance in brand recognition.

Coca-Cola is the poster child. Their logo is perfectly simple, clear, and timeless. They haven’t changed it since 1885 when it was first designed. There’s no need to.

Most logos in the financial services industry fail this “timeless test”.

The thought has crossed your mind before. The design, message, and overall “feel” of your logo seems off.