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
On this week’s episode we’re excited to speak with Angela D’Angelo, Vice President of Development & Client Experience at National Bank Financial. Angela runs a team that is dedicated to helping advisors become better leaders, to run their businesses more effectively and to support their growth efforts. She breaks down why and when clients refer...Continue reading
In this week’s episode, we shift gears to focus on generating referrals from Centers of Influence. While many advisors acknowledge the potential of working with other professionals, just as many say they aren’t getting enough return. We’ll dig deep to understand how to reverse that trend and leverage relationships with centers of influence to drive...Continue reading
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
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
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
You want to be recognized for your unique expertise and client experience. And to do that, you need content. A growing collection of information that reinforces what is different about you. But who has the time? How do you fit authoring original material into the packed schedule of an advisor and business owner? One secret...Continue reading
Here’s a simple tactic with huge leverage to improve your client experience, get your clients talking, and attract more referrals. Upgrade your review meetings. How? Focus more on what they tell you is most valuable. What would it mean to your business if you could increase the value of your review meetings by even 10%?...Continue reading