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How Advisor Brand Archetypes Can Transform Your Marketing Strategy

Advisor brand archetypes may sound like an obscure theory from Psychology 101. However, when properly understood and applied, they can hold the ultimate key to building your financial advisor brand and connecting with your ideal clients. In my last post, I talked about the importance of looking beyond surface-level visual design elements (like colors and […]

08.27.19 | Eric Lee | 0 Comments
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The Anatomy of a Robust Financial Advisor Referral Program (with Script)

Looking to start a financial advisor referral program? This article will break down the most common roadblocks that advisors face when creating a referral program. Bonus: Check out the referral request script included at the bottom of this blog. Does asking for referrals as a financial advisor still work? Virtually every advisor gets told, at […]

08.20.19 | Dominique Henderson | 0 Comments
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Building a Financial Advisor Value Proposition that Someone Will Buy

How do I define a financial advisor value proposition that will get me more clients? Most advisors think that they know the right answer to that question. Obviously, it’s all about sales and marketing! And yes, sales and marketing are important. You can’t grow a business without them. But before sales and marketing can be […]

08.13.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Building the Model FA Accelerator for Financial Advisors

Traditional coaching isn’t enough to help financial advisors succeed. Neither is technical training, attending conferences, or reading 3,000-word blog articles from experts. The kind of exponential growth you want requires a special ecosystem. And to find it, advisors should look towards the Silicon Valley and its well-established (and highly effective) start-up culture. Consider this. Silicon […]

08.08.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Financial Planning Workflows and Technology: Case Studies

Financial planning workflows and processes get a bad rep. When advisors think about creating a world-class client experience, their minds usually go straight to technology. How can I automate this step? How can I use integrations to make these two systems talk to each other? With dozens of FinTech solutions in the market, one can […]

08.06.19 | Jason Mirabella | 0 Comments
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3 Mistakes in Succession Planning for Financial Advisors

Avoid my mistakes in succession planning for financial advisors (a real-life case study and lessons learned from a failed succession plan). Imagine this. You’ve just purchased a retiring financial advisor’s firm. On your first day, you walk into the office, ready to change the world. After being introduced to the staff (who are all very […]

08.01.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Advisor Self-Limiting Beliefs and 3 Steps to Overcome Them

“Sow a thought, reap an action; sow an action, reap a habit; sow a habit, reap a character; sow a character, reap a destiny.” ― Stephen Covey, The 7 Habits of Highly Effective People I’ve read recently that Covey adapted this quote from Gandhi. Regardless of who said those words first, the quote holds the […]

07.30.19 | Dominique Henderson | 0 Comments
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Thou Shalt Not Use Email Notifications!

Here’s a question for you. Between this morning and right now, how many times did your computer or phone chime at you to let you know you just got another email? Chances are, your number is somewhere around a dozen or more. Many advisors think that keeping those alerts turned on is no big deal. […]

07.25.19 | Chris Belfi | 0 Comments
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Financial Advisor Client Communication Tips from a Journalist

The idea for this article came to me in a place that’s quite removed from financial advisor client communication arena. I was recently at a speech and debate match in which my daughter was competing. In a lull, while we were waiting for the winners to be announced, I struck up a conversation with another […]

07.23.19 | Cameron Huddleston | 0 Comments
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One Lie that Can Sabotage Your Day

It happened again. Somehow, you forgot to return that one important phone call. Or maybe it was a report you needed to send out, but you didn’t. Whatever it was, it fell through the cracks. Now, you’re feeling overwhelmed, incompetent, and guilty as you try to clean up the mess. How did we get here? […]

07.19.19 | Chris Belfi | 0 Comments
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