Creating Sustainable Value in a Fast-Tech World With Brie Williams

By |2019-04-24T10:00:28-05:00April 22nd, 2019|

How can financial advisors build an enduring business with sustainable value? Contrary to what we often hear and read, it's not all about tech. It's about being indispensable in your clients' lives. Today's guest, Brie Williams, says there are four areas we should focus on to create sustainable value. Be authentic to what you

How to Make Capitalism Work for Everybody with Anthony Scaramucci

By |2019-04-08T13:48:38-05:00April 8th, 2019|

Capitalism is taking a beating right now. Rising wealth inequality and low social mobility have been festering for decades. The median income of Americans hasn’t budged in 30 years. The overall share of GDP accruing to capital has risen significantly relative to labor. And I could go on. So is capitalism the problem? No.

5 Steps to Raising $90 Million in New AUM a Year Through Seminars with Bill Keen

By |2019-03-26T09:28:46-05:00March 25th, 2019|

Seminars work. I’ve had multiple advisors on my podcast in recent months who are all killing it with seminars. In fact, today's podcast guest, Bill Keen, raised $90 million in new AUM last year from his seminars. Sure, it seems old school in the age of Facebook, YouTube, and Zoom, but people still value

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

By |2019-03-18T15:07:59-05:00March 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 |2019-03-12T08:17:10-05:00March 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 |2019-02-25T15:18:37-05:00February 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 |2019-02-11T21:38:43-05:00February 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 |2019-01-28T13:58:54-05:00January 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 |2019-01-15T16:03:47-05:00January 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 |2019-01-14T10:00:52-05:00January 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

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