A Millennial Advisor’s Tips for How to Pass the CFP® Certification Program

By | 2019-03-18T15:07:59+00:00 March 18th, 2019|

A growing financial advisory firm needs lots of top talent. What are you doing to deepen your roster of advisors? Do your brightest employees see a path for themselves from, say, a business or marketing degree to CFP® certification? And if so, what can both the employee and the employer expect during that process?

The Marketing Strategies That Delivered $6 Billion in Organic AUM Growth in 3 Years with David Bach

By | 2019-03-12T08:17:10+00:00 March 11th, 2019|

How am I going to grow my business? Advisors who are struggling with this question usually, deep down, know what the answers are. You have to up your marketing game and get increasingly better results on your marketing spend. You have to be clear on your target audience and develop repeatable processes to reach

“Non-Obvious” Trends That Could Shape the Future of Your Advisory Firm

By | 2019-02-25T15:18:37+00:00 February 25th, 2019|

It’s impossible to achieve meaningful, sustainable growth if you’re satisfied just keeping pace with your competition. Being “current” with what’s happening in the industry today won’t allow you to get ahead. The reality is, if you don’t have one eye on what’s around the corner, you’re always going to be at risk of getting

The 4 Words That Describe the Value Financial Advisors Deliver With Doug Lennick

By | 2019-02-11T21:38:43+00:00 February 11th, 2019|

What is the “real value” that financial advisors deliver and that clients are willing to pay for? The value delivered by financial advisors has morphed over time. Decades ago, it was picking stocks and facilitating transactions. Then asset allocation and money management came into vogue. In the past 15 years, financial planning has become

Using Your Relationship to Money as a Path to Personal and Professional Growth With Brent Kessel

By | 2019-01-28T13:58:54+00:00 January 28th, 2019|

Understanding your relationship to money is an ongoing process of self-awareness and self-discovery. Without that commitment and empathy, you'll never understand what money means to your clients and what kind of service they'll really value from you. "Authenticity is everything." Your marketing, your branding, your public events, and your interactions with clients should all

How to Keep Evolving the Value You Deliver to Clients with Dan Moisand

By | 2019-01-15T16:03:47+00:00 January 14th, 2019|

Don't just talk about your process to clients and prospects. That's dry and boring. Talk about how they're going to "feel" by going through your process. Get them emotionally engaged from the beginning of the relationship. Advances in technology and rising customer expectations are forcing advisors to "up their game" when it comes to

My 3 Words for 2019

By | 2019-01-14T10:00:52+00:00 January 1st, 2019|

If you could come up with 3 words for this year, 3 words that would drive your actions and keep you on track to make this your best year ever, what would those 3 words be? This is the fifth year now where I’ve begun the year by identifying 3 words that will set the

My 10 Most Popular Podcasts of 2018

By | 2018-12-26T10:54:16+00:00 December 13th, 2018|

Life-centered planning, improving client behavior, the client experience, positive psychology, marketing, and technology are some of the hot topics I got to discuss with finance industry leaders and thinkers on my Between Now and Success podcast during 2018. I think some of these topics, like a renewed emphasis on your human touch as an advisor, will continue

3 Guiding Principles That Lead to Success as a Financial Advisor from Schwab Impact 2018

By | 2018-11-26T15:27:09+00:00 November 20th, 2018|

What are the top firms doing to outperform the rest? How are they growing? What’s the silver bullet that’s going to help my firm hit that 16% five-year growth CAGR I’m seeing from the best of the best? These were hot topics at last month’s Charles Schwab IMPACT Conference in Washington, D.C. And of course,

10 Tips to Exponentially Grow the Audience for Your Content from Investopedia’s Editor-in-Chief

By | 2018-11-05T15:00:11+00:00 November 5th, 2018|

For advisors who want to grow their audience – and hopefully, their client base – content and distribution is King, Queen, and Jack. But how do you build your audience? What is going to set you apart from the crowd and make your blog post or newsletter a must-read, your video channel a must-watch, your

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