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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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5 Reasons Why Financial Advisor Seminars Fail

Financial advisor seminars are major commitments of both time and money, but they can prove to be valuable business-building tools when executed properly. And yet, so many advisors struggle to pull off a successful seminar. In this article, we outline five common mistakes made in planning and executing a financial advisor seminar, and tips on […]

02.13.20 | Natalia Autenrieth, CPA | 0 Comments
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5 Financial Advisor Prospecting Ideas That Work in 2020

It seems like there are no “new” financial advisor prospecting ideas any more. It also seems like every prospecting method has a tribe of raving fans and a matching tribe of haters. Google any financial advisor prospecting method, and you will find reports that it works great — along with reports that it’s a fad/outdated/too […]

01.30.20 | Natalia Autenrieth, CPA | 0 Comments
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Best Practices for Financial Advisor Seminar Marketing

Summary: Financial advisor seminar marketing is an attractive mainstay of many marketing plans for advisory firms big and small. And, just as many other marketing methods that rely on advisor’s personal execution, seminar success depends on many variables. In this article, we walk through 9 best practices for financial advisor seminar marketing and offer several […]

01.14.20 | Natalia Autenrieth, CPA | 0 Comments
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From Launch to December: Model FA Top Blog Posts of 2019

Summary: As we enter 2020, now is a great time to look back at the summer when we launched The Model FA. Since then, we have published 32 blog posts, 18 episodes of The Model FA Podcast, and 31 videos!For those who have been with us from the very beginning, thank you! We are honored […]

01.02.20 | Natalia Autenrieth, CPA | 0 Comments
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Tips for Building an (Email) List of Financial Advisor Leads

Summary: Financial advisor leads are the lifeblood of a growing practice. The sales cycle for financial advice can be frustratingly long, especially for prospects who don’t have an immediate “pain” that must be fixed right away. So, lead capture and patient follow-up are critical. The good news is that advisors have access to a wide […]

11.26.19 | Natalia Autenrieth, CPA | 0 Comments