Clients want to know they’ve made the right choice with you. They want to believe they’ve hired the right Advisor. Verify that notion for them. Prove that choosing you was the right decision. Tell them what you have that they value but the competition lacks. That’s your value proposition.

Follow the Golden Rule. Do what you say you are going to do. Keep it simple. Be diligent. Have a succession plan. Think like a lifer. Don’t just sell; create solutions. Be passionate about what it is you do. 

Connect on an emotional level. Provide the kind of service people talk about. Be competent. Know each client’s issues. Be transparent. Be confident and proud. Care. Not a bad list.

Thanks for your confidence in allowing me to play an important role in your success. As always, good luck and good presenting.

During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online. For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars.

In this post-pandemic environment, webinars continue to be highly effective when done right. For people seeking financial information, attending online venues from the comfort of their homes or offices has become much more preferable than in-person seminars.

While putting on a webinar can be as easy as creating a PowerPoint, uploading it to a presentation platform, and making a link available, there is no guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons. Read more

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