The Surprising Marketing Strategies That Are Crushing It For Financial Advisors

By | 2018-07-23T18:09:32+00:00 July 23rd, 2018|

What's working right now in financial advisor marketing? Based on my conversation with marketing pro Abby Salameh, you'll be very surprised. While attending the 2018 In|Vest Conference in New York, I had a chance to sit down with Abby Salameh for an in-depth conversation about the state of advisor marketing. We talked about numerous marketing topics

Closing the 70 BPS Gap

By | 2018-07-02T15:10:56+00:00 July 2nd, 2018|

In this excerpt from a Master Class I presented for First Assent Asset Management, I discuss 5 strategies to close the 70 basis point gap in your value. This gap comes about from the fact that advisors charge an average of 100 bps for their services, yet robo-advisor type services (and Vanguard and Schwab) are closer

The Money Stories That Could be Hurting Your Clients

By | 2018-07-02T15:06:54+00:00 June 18th, 2018|

There are few things more detrimental to our wealth than the negative money stories we pickup in our youth that haunt us as adults. And there are few things more impactful you can do as an advisor than to understand your client’s money stories and work with them as you engage in your planning relationship.

How to Apply Positive Psychology Concepts to the Financial Planning Process

By | 2018-06-04T15:13:14+00:00 June 4th, 2018|

Are your multi-millionaire clients any happier than your merely millionaire clients? As your clients' net worth increases, have you seen a direct rise in their level of happiness? Have you ever felt frustrated that all your hard work on the financial side of your client relationships didn’t move the needle in their sense of well-being?

How to Succeed in National Media as a Source, Columnist, or TV Guest with CNBC’s Jim Pavia

By | 2018-05-21T15:37:58+00:00 May 21st, 2018|

Have you ever seen an advisor on TV or read a quote from an advisor and thought, “They should be talking to me; I’m just as smart as that advisor.” The fact is, that advisor may not be any smarter than you from a technical standpoint, but they may be more media savvy than you

Using the “Client Experience” to Generate $3 Billion in Organic Growth With Michael Chasnoff

By | 2018-05-25T09:11:51+00:00 May 7th, 2018|

How are you going to grow your business? You do have a plan, right? Thanks to the nine-year bull market, though, you’re probably pleased with where your business is right now. But, I can assure you, if you don’t have a growth strategy in place, you’re going to be singing the blues in two or

Key Insights From the 2018 Barron’s Top Independent Advisors Summit

By | 2018-05-08T09:21:42+00:00 April 23rd, 2018|

Barron’s recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today’s episode will give you an insightful snapshot of one of the most valuable get-togethers in our industry. My guests today are Bill Keen

What Do the Ironman, Death, and More Than 600 Advisors Have in Common?

By | 2018-04-02T15:06:36+00:00 April 2nd, 2018|

John Hyland was unhappy. Fresh out of college, the big firm lifestyle of late nights and steak dinners had taken a physical toll. John felt unhealthy and out of shape. At a tailgate party he heard some friends talking about Ironman races, how impossible they seemed, how no average person could complete one. “I just

The Advisor Who Gets the Most Client Stories…Wins

By | 2018-03-19T09:49:21+00:00 March 19th, 2018|

Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, says Mitch Anthony. Of course, the client-centered advisors always knew that this business was more than just numbers.  And today, revolutions in technology and an aggressive marketplace make it imperative that all advisors change their thinking

Your Value is in Transforming, Not Informing Your Clients

By | 2018-03-12T14:48:21+00:00 March 12th, 2018|

If you are in the “inform” business, and not the “transform” business, you won’t be long for this business. Technology services are quickly chipping away at the value-stack financial advisors offer to clients. There may come a time when, “I turn on my phone and I say, ‘Hi, Alexa. Tell me what my bank account

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