David Leo

If you want to keep managing that money once it is passed to the next generation, then you need to start making millennial marketing part of your strategy.

The difference between success and failure is often small. That gap can be narrowed with a business coach. #advisors #success

Niche marketing is more of a context for marketing. Niches represent a specific pool of individuals who are targetable prospects.

Grow your business by marketing around key people and organizations who can boost your market access and credibility through referrals

The power of LinkedIn for advisors lies in the connections of your connections (your second-degree connections). #advisors

The best time to get introductions come after your client has experienced the value you deliver and the positive outcomes they achieved

The day is won or lost in the first hour! Make it a habit to do the most productive thing you can at every given moment. #business 

A well-executed plan can deliver the results you promise yourself. Developing a business plan is an imperative! #advisors #planning

Your affluent clients don’t perceive your relationship the same way you do. #advisors #clients #investors #success

Clients would have some expectations for the fees they pay, some or all of what you promise may have been discussed in your sales process.

Our goal is to show the value you add over and above portfolio construction, which is essentially a commodity and can be accomplished by technology.

Risk management is about accounting for life’s risk - above and beyond investment risks. #advisors #finance #plannning

Move from ROI to ROL (Return on Life)—which means helping your client get the best life they can from the money they have. #advisors

Follow this structured three-step approach that gives you the opportunity to demonstrate your strengths and capabilities from the start.

Each client loyalty component can bring value to the client and value to the practice in terms of retention and growth. #advisors #profitability

Separate yourself from the pack by serving your existing client base AND acquiring new clients with an effective structure and organization.

Client segmentation analysis can be used as a starting point for determining team workload and can also be used to develop client costing and profitability

The more value you deliver contrasted to your competitors, the more unique you will be. #advisors #business #success