The Power of a Plan

I’m looking for coach. As someone with ADD, I still struggle with organization. Getting the right things done is a challenge. I have been fortunate to have worked with some great coaches in the past and our relationships have run their course. I have some current struggles to get through and it is time to...Continue reading

Putting clients first goes for marketing, too

Financial professionals put client interests first in recommendations. Holding to a fiduciary standard makes it a legal requirement. Why not put client interests first in your marketing, too? A client driven practice puts the client first in everything: service, marketing, strategy. Client driven service means being responsive. It means dispensing advice tailored to client needs...Continue reading

A layered approach to referrals – Stacey Brown Randall on the Becoming Referable podcast

On this week’s episode we welcome back Stacey Brown Randall, award-winning author of Generating Business Referrals Without Asking and host of the Roadmap to Grow Your Business podcast. Stacey is an expert at helping business owners generate referrals without asking. In this conversation she shares her approach to creating a referral pipeline that allows you...Continue reading

Be the expert on your client

The better you understand your target market and their challenges, the more of those clients you will attract. Clients hire advisors (and people provide referrals) because they are looking for someone who can solve their problems. The deeper you understand those problems and how to address them – and the extent to which you communicate...Continue reading

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