It’s hard. You feel like you should respond with a title or job description. But if you say you’re a financial advisor it stops the conversation. People have presumptions. Maybe they fear you will sell them something. More than that, it doesn’t differentiate you. You want something to highlight what sets you apart, what’s special....Continue reading
Most of us avoid conflict when discussing money. On this week’s episode we welcome back David Wood, Founder and CEO of Play for Real and Focus.ceo, who makes the case that difficult conversations deliver more value. David is an author, coach, and entrepreneur. In this episode he provides us with a roadmap to master tough...Continue reading
I want you to know that. And I will do everything in my power to help you get there. What I can offer, the services I perform, the processes I employ are less important. What matters is the commitment to getting you past whatever stands in your way so you can realize your vision. I...Continue reading
In this week’s episode of Becoming Referable, we focus on how clarifying your message will bring you more referrals. Research shows that advisors who talk most frequently about the description of their target clients get the most referrals. We start by discussing which elements of your target client description are most important. We point out...Continue reading
It’s time to update your referral marketing plan. At the top of the to-do list, taking a look back at who gave you referrals. Where do your referrals come from and how is it changing? Take the opportunity to review the last 12 months. Setting referral goals for the coming year is important, but looking...Continue reading
On this week’s episode we are thrilled to speak with Candice Carlton, SVP of FiComm Partners. Candice leads FiComm’s advisor education effort. In that role, she works with advisors on developing strategic marketing campaigns, videos, and podcasts. We begin the discussion by understanding the shift toward ”New Skool” (the name of her podcast) marketing and...Continue reading
I am embracing the new year to tackle a couple of significant challenges I have struggled with for years. Problems being productive. Managing my workload. Probably made worse by my ADD but I don’t want to use that as an excuse. Many of you can probably relate. I have tried the obvious and easy to...Continue reading
On this week’s episode we’re excited to speak with Michelle Donovan, a Partner with Productivity Uncorked. Michelle helps financial firms drive growth, gain focus and overcome their fears. We begin the episode by discussing Michelle’s book, A Woman’s Way, highlighting the key differences between male and female advisors and how those differences affect referrals. Michelle...Continue reading
What will make your marketing effective in 2021? Mixing just enough of the right ingredients. Covid-19 vaccines are just being released and administered. The news carries stories of the first people to be vaccinated. These first vaccinations are a two-step process. Get a shot, wait a month, get another shot. Medical experts are concerned that...Continue reading
In this week’s Becoming Referable podcast episode, we focus on the need to evolve the client experience. New research reveals that advisors recognize this need but many do not have a clear plan to address it. We start by breaking down the client experience and understanding exactly what needs to evolve. From there we discuss...Continue reading