#AdvisorHacks & #FinSci

3 Steps to Turn Your Advisor Website into a Prospect Magnet

One of our recent blog posts demonstrated how high growth financial advisors are growing their businesses by making a prospect feel like a client and delivering value even before they are signed up.

The challenge that remains is how to attract the right prospects and get them to make the initial contact.

Advisor marketing

After referrals, the most cost-effective way to attract new clients today is digital marketing.…

Stephen Rhodes On His Champion Client Strategy

Stephen Rhodes Strategic Partners Wealth Management

You want to help your clients feel like champions, right? Of course! Coaching and advising your clients so that they are financial superstars? Definitely, yes. And when those clients recommend you to their friends … You can all be champions, and create some serious growth for your business as well.

Stephen Rhodes, successful advisor and founder of Signify Wealth in Missouri, knows this first hand because his clients, which include professional football and baseball players, are actually world champions themselves.…

16 Quotes to Help You Inspire Clients


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

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.…

If You Could Teach A Client To Brush Their Teeth, You Can Keep Them Calm About Finances. Here’s Why.

When was the last time you walked up to the sink to brush your teeth and felt overwhelmed?

It probably hasn’t EVER happened, but let’s think about what brushing your teeth really entails:

  • Go into the bathroom
  • Open the medicine cabinet door
  • Pick up your tooth brushbrush_teeth
  • Turn on the cold water
  • Hold the brush under the running water
  • Remove it from the running water
  • Pick up the toothpaste
  • Open the toothpaste cap
  • Hold the tube so the opening hovers over your toothbrush bristles
  • Squeeze the tube so the correct amount onto the brush
  • Stop squeezing
  • Put the cap back on the toothpaste tube
  • Rest the toothpaste back in the medicine cabinet
  • Put the toothbrush in your mouth
  • Brush your teeth with the bristles (all of them)
  • Spit out remaining toothpaste foam
  • Rinse your mouth with water
  • Rinse the toothbrush with water
  • Put the brush back in the cabinet and close the cabinet.

How Speaking To A Group of Pilots Made My Teachers-Only Business Take Off

Many niche advisors design their practices to service a targeted demographic. Regardless of what that is, most advisor marketing material is worded and branded to speak to this segment and, by nature, excludes those who don’t fit into said category.

But is this focus making us close-minded? What about marketing-by-association? Could you market to a different group of people, not directly in your niche, and tap their network to find your ideal clients?…

3 Steps Critical to Reaching Your Goal

The calendar has turned to February. We’ve survived another month of winter, V-Day is coming up, and many people have ditched their New Year’s resolutions. People quickly give up on resolutions because they don’t properly define the goal. Resolutions often sound like this:

Go to the gym.
Quit smoking.
Spend more time with family.
Organize stuff.…

3 Essential Communications Skills Every Advisor Should Master

1. Brevity

We’re all busy.

The same questions are always being asked. Every business person, financial advisors included, has a specific canon of questions they’re (incessantly) asked, and it’s likely that your questioner is aware of this fact. Have your answers ready. Craft them thoughtfully and honestly, but have them (loosely) memorized.

Be brief.

When somebody asks you for your “story,” or “why you’re an advisor” don’t um and ah over which details are relevant, just have a response prepared (these responses should take less than 2 minutes to recount, by the way).…