Yes, we know … no one really likes to be asked, “How’s it going?” about a project that they’re running behind on and probably haven’t thought about for a few days. Sorry! But honestly, if your firm is like most

When things are really uncertain and even scary, you want someone you can talk with, preferably face-to-face. Advisors know this better than anyone – or should. At the core of that communication for most advisors is constant encouragement for the clients

A marketing funnel is a measurable, visual representation of the process of turning people from prospects into loyal clients. Whether or not you are aware of it, you are utilizing a marketing funnel. But are you taking full advantage of it? Correctly

Advisors know that it is increasingly difficult to differentiate themselves in the marketplace and maximize their resources. Balancing your love for what you do with what clients value most, while maintaining efficient and effective service models is grueling. Financial advisors

I’m making a bold claim: Data should be the top driver of your marketing strategy. To understand why, consider Bob Dylan’s lyrics, "the times they are a-changing." Marketing for financial advisors historically meant placing an advertisement in a magazine or sending

Every business and industry needs data to grow and succeed. Knowing what data to collect, how to collect it, and what to do with it after collection makes all the difference in a business’s survival. As a financial advisor, you collect

You probably don’t need reconvincing that your digital footprint matters for the success of your practice. But just in case you could use a refresher, a survey of 2,000 U.S. respondents earlier this year by technology platform Intelliflo found that

Every day, decisions are made based off of digitally sourced information, showcasing just how large a role the digital world plays in how we connect and engage with one another, including with clients and prospects. For this reason, it’s essential

Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In

Growth is good, right? After all, nobody launches a financial advising practice or any other type of business unless they’re expecting it to grow. In business, as in horticulture, when we plant something and focus the proper care on it,