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

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

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

On this week’s episode we speak with Meg Bartelt, Founder and President of Flow Financial Planning, on how to master the virtual client experience. Transitioning into financial planning from a role in the tech world gave Meg a natural market she has developed into a thriving business. She describes how a tight focus on

It turns out the clients are interested in discussing the retirement plans of their advisors. They know you won’t work forever. Involving them in the process of transitioning the leadership of a firm or through a merger is the ultimate way of being client-driven. It is an opportunity to incorporate their needs and desires

On this week’s episode we speak with David Wood, Founder and CEO of Play for Real and Focus.ceo, on how to avoid distraction and the steps needed to help you achieve the success you deserve. David is an author, coach and entrepreneur.  In this conversation he provides us with a blueprint to avoid distractions

This week’s podcast is all about creating a powerful personal brand and platform with insights from Katherine Liola, the Founder and CEO of Concentric Private Wealth. Katherine is an educator, speaker, podcaster and writer, and truly understands what it takes to build a brand and platform. We focus on the opportunities to enhance profile

Many advisors say that ultimately what they offer clients is peace of mind. And it’s undermining their business development goals. It actually makes you invisible. The objective of a client-driven brand is to stand out from other advisors in the mind of your client. Stand out by offering something of specific value your ideal

David Finley knows that creating rich experiences for clients is the most powerful engagement strategy. In this episode we talk with David about how his company, Living Wealth Media, helps advisors partner with international lifestyle brands to produce unique invitation-only events for their clients that create memorable experiences and differentiate them. Our discussion leads

Ancient Cherokee society had two governments, White and Red. The White government ruled in times of peace. Comprised of men and women over 50, they sought wisdom in decision-making. The Red government, younger and valuing bravery, took over during times of war. The Cherokee recognized in the structure of its society that different circumstances