Did you know …

Here's what the financial industry is REALLY checking on LinkedIn...

Here’s what the financial industry is REALLY checking on LinkedIn…

LinkedIn is important.

Blah, blah.

Our industry talks about LinkedIn allllll the time. But what are REAL users doing with LinkedIn?

linkedin-groups-for-advisorsTurns out, real users find that LinkedIn groups are incredibly valuable. Groups have become a go-to platform for chatting with peers, learning new skills, staying relevant with specific news, and much more. Begs the question: What groups are the best??

Wealth Manager Wins New Clients with his Hobby

Wealth Manager Wins New Clients with his Hobby

Honey, I’m going sailing. For work.

Too good to be true? It’s not.

David Edwards, President of Heron Financial Group, found a way to leverage his sailing hobby for successful client prospecting.

David Edwards Sailing Hobby Wins New ClientsAccording to David, “What you need to do is create opportunities for prospects to get to know you in a non-salesy environment.” And sailing is just that.…

How Blueleaf Put Advisor Katie Stokes in the WSJ

How Blueleaf Put Advisor Katie Stokes in the WSJ

New software can be thrilling to learn about, fun to try, turn out to be “exactly what you’ve been waiting for” and change your business for the better.

This is NOT how Katie’s story started.

Effortless Client Communications

I called Katie Stokes, CFP®, Director of Financial Planning at J.E. Wilson Advisors, to say thanks after she raved to The Wall Street Journal about her Blueleaf.…

[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.…

The Information Journey That Makes Prospects Want to Reach Out

The Information Journey That Makes Prospects Want to Reach Out

This post in the first in a series to help you better understand how digital marketing is creating new opportunities to drive growth through referrals.

Traditional referrals are under threat.

… and we all feel it.

BLOG referral PhilFinancial advisor thought-leader Michael Kitches argues that digital search may end tradition referrals as a major lead source.

Supporting this, a study by Cerulli Associates found that a referral was the deciding factor in selecting an advisor only 11% of the time.…

Powerful Online Research Tool Ignored by 81% of Financial Service Professionals

Powerful Online Research Tool Ignored by 81% of Financial Service Professionals

It’s a tool for learning about anything you want – People, places, things.

shocked really.001You can search for a topic.
You can learn about a topic.
You can browse public opinion of the topic.
You can monitor conversations about the topic.

You can search for a person.
You can learn about that person.
You can browse to understand topics that matter the person.…

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).…

6 Insider Tips for Working with Widows

6 Insider Tips for Working with Widows

I’m a financial planner.

I’m also a member of a group that I do not like — I’m a widow.

We widows are one of the fastest-growing segments of the U.S. population. Indeed, half of all married women experience widowhood before age 60. Our ranks are growing at the rate of nearly 1 million a year, according to the Census Bureau.…