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How to Humanize Your Practice Through Each Touchpoint and Follow-Up

SUMMARY: Humanizing your practice allows you to make deeper connections and build trust with prospects and clients. The simplest way to humanize your practice is to have great conversations with every person you encounter in the context of your work. Along with that, adding personal touches in follow-up can strengthen those bonds with your clients. […]

05.05.21 | David DeCelle | 0 Comments
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The Power of Gratitude

Summary: Working on your business all the time can stress you out and make you wonder, “Is this worth it?” When these thoughts cross your mind, it’s important to step back and tap into gratitude. That may sound like a counterintuitive move, but you would be amazed at how a simple gratitude practice can change […]

04.22.21 | David DeCelle | 0 Comments
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The Exponential Relationship System: How to Grow Rapidly through Strategic Relationship Development

Summary:  You can’t rely on automation for all your marketing, nor can you spread yourself across 100 clients. Automated messages and check-the-box touchpoints can make clients feel as though you don’t really care. Instead, focus on your top 10–15 relationships and actively nurture each one. Doing so will turn these people into raving fans that […]

04.08.21 | David DeCelle | 0 Comments
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How to Re-Energize Your COI Relationships

Summary:  Once upon a time, an advisor could add five accountants to a Rolodex and call it a COI strategy. That approach doesn’t cut it anymore. Today’s growth-oriented advisor needs to diversify COIs and build real relationships with them. Doing so will help you establish a steady lead flow, deliver better service to your clients […]

03.24.21 | David DeCelle | 0 Comments
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How to Increase Firm Productivity by Leaning into Your Advisor DNA

Summary: Do you dread any aspects of running your business? Every advisor has a list of tasks that they would rather not do. The good news is that you can grow your practice by leaning into the activities you enjoy most. Learn how to increase firm productivity by leaning into your strong suit! What do […]

03.19.21 | David DeCelle | 0 Comments
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Discipline = Freedom: How Planning Helps You Gain More Freedom as an Advisor

Summary: If you have ever tried to plan your day just to watch that plan fall apart, this article will offer tactical advice on where you may have gone wrong — and how to get the full benefit from planning done right. Here’s a funny paradox about life and productivity: The more disciplined and regimented […]

03.11.21 | David DeCelle | 0 Comments
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The Importance of Daily Routine for Financial Advisors

Summary: If you feel that your day gets away from you all too often, what you need is a routine. Here are 3 simple steps to get started. Do you wake up every morning feeling stressed about the day ahead?  Do you wait until you’re sitting down in your office to see what you have […]

03.08.21 | David DeCelle | 0 Comments
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Why Podcasting Is the Best Prospecting Tool for Financial Advisors

Summary: Leverage the power of podcasts to build new relationships with business owners and entrepreneurs! All it takes is the right focus, a microphone, and good conversation. As a financial advisor working with business owners and entrepreneurs, you probably spend some portion of your week pitching your services to prospects.  Some advisors have a beautiful, […]

02.25.21 | David DeCelle | 0 Comments
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Best Practices for Converting Webinar Leads into Paying Clients

Summary: With the coronavirus pandemic spreading through the United States, financial advisors are turning to webinars and other digital marketing strategies in an effort to reach prospects. But how do you build trust with a prospect when neither one of you is willing or able to meet face to face? This article walks through 8 […]

04.23.20 | David DeCelle | 0 Comments
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How to Get Clients as a Financial Advisor: 2020 Edition

Summary: Very few advisory educational curriculums address the important subject of how to get clients as a financial advisor. Therefore, prospecting becomes the dreaded duty standing between an advisor and his or her vision of a thriving, growing practice. There are many ways to fill the pipeline, ranging from the old-school cold-dialing game, to the […]

03.02.20 | Natalia Autenrieth, CPA | 0 Comments
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