Operations

How Automation Can Win New Clients

How Automation Can Win New Clients

automationSo the phrase “Content is King” rings true for many industries looking to attract customers.

It’s the same with financial advisors.

Showcasing your knowledge and personality goes a long way to winning over prospective clients. But you could be playing the game all wrong.

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?…

Is it Time to Bring Back the Home Visit?

Is it Time to Bring Back the Home Visit?

Screen Shot 2015-01-07 at 9.07.40 AMIs it just me, or is the whole “online financial planning” and “robo-advisor” angle getting a little old? It’s still a new approach, but it’s been written about and reported on ad nauseum. But let’s be honest, many clients won’t need or use it.

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.…

Shake up the Holiday Gifts

Shake up the Holiday Gifts

ribbonhand1When I was an employee of a larger firm, this was my favorite time of year. Vendors who we worked with, or were vying for our business, would send overflowing baskets of holiday treats to show their gratitude.

Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless.…

Can you relate? “We throw marketing stuff out there, but engagement is low…”

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.”

– Aaron Britz, RIA, CEO and President of Legacy Wealth Management, a fee-only financial planning firm

Do you relate?

Let your Clients Be your Guide

Let your Clients Be your Guide

stock-footage-couple-looking-at-road-map-on-car-hoodYou’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.

Successful startups use customer data and feedback to shape their products, brand, and customer experience. They constantly iterate based on what their customers need.…

Scooby Doo and the Case of the Scalable Advisor

Scooby Doo and the Case of the Scalable Advisor

finance-scooby-dooIt’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?

Here’s a good one: Scooby episodes teach us a lot about keeping a formula that works, updating your formula, giving a stellar first impression, having a plan, and staying calm in scary situations.…

How I Turbocharged Engagement w/ My Website Viewers - One advisor's success story

How I Turbocharged Engagement w/ My Website Viewers – One advisor’s success story

I could sense she was crying. But I didn’t know her name, what she looked like, and we’d only been talking for 20 minutes.

Let me back up for a second.

For the past 18 months, I’ve been running my niche-RIA, Finance for Teachers. During those first 12 months, I have heavily researched marketing techniques, and found that curating and promoting content for my blog is something that fits my style.…

Your 3-Month Plan for Attracting Clients From Scratch

I recently had a marketing coaching session with newly independent CFP Scott Davison.

He needed help understanding how to go about attracting new clients – from scratch.  Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business.

0:00 Introduction
0:35 Scott’s Introduction
1:30 Approachable, Transparent Advisors
2:55 “Going Fishing”
4:20 Whittle Down Clients
9:51 Common Pain points & How to Communicate Them
11:15 Example of Balance
14:10 What am I typing into Google to find an advisor?…

RIA Registration: The Nuts, Bolts, and Must-Knows

RIA Registration: The Nuts, Bolts, and Must-Knows

Today’s guest post is by RIA in a Box. RIA in a Box is a leading provider of registration and compliance services to registered investment adviser firms. They’ve helped over 2,000 fellow entrepreneurs establish their own RIA firms and remain in constant compliance with regulatory guidelines by pairing our team of former regulators with cutting-edge compliance software.