Financial advisor client relationships are built on a foundation of deep trust. Here is a blueprint for strategic trust acceleration. How do you think about the people that you interact with as a financial advisor? Most advisors I know divide their world into two categories: prospective clients and actual clients.  That isn’t wrong — but in my […]

Join our email count challenge! Let me open this with a personal question. How many e-mails in your inbox right now are more than two days old? When I first start working with some of my clients, the number we begin with is often well over a thousand. Many of those emails go back weeks, […]

Don’t let common advisor Facebook marketing mistakes burn through your budget! Every year, the world seems to get ever more anchored in technology and social media. The pressure is ramping up, and advisors are making an effort to become more “digitally available” to their prospects and clients. And yes, that includes trying to crack the […]