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1. Understanding Why Clients Hire Advisors
Obviously, earning new business is a feel good moment for an advisor, but advisors should also understand why they were hired in the first place. That bit of information can be revealing on multiple fronts, including highlighting the soft skills advisors should focus on when it comes to attracting new clients. — Todd Shriber
2. How To Create Aha Moments With Prospects
You have heard the expression “hard wired.” If you have trouble getting the Wi-Fi signal from your router, you appreciate having a wire connecting your terminal to that device. Some prospects have hard wired opinions about financial advisors and what they do. — Bryce Sanders
3. Bull Trap or a Bull Market?
Is the recent rally a “bull trap,” or are we in a new “bull market?” Such was a question I recently received on Twitter. Of course, understanding the term “bull trap” is needed for those not deep into technical analysis. — Lance Roberts
4. Top Marketing Trends for Financial Advisors in 2023
Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business. — Samantha Russell
5. AI’s Winners, Losers and Wannabes
I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. — Aswath Damodaran
6. Integrating Protection Products With Tim Seifert
What advisors can do to help pre-retiree clients best plan to avoid future regret. And the trends Lincoln and the financial professionals they work with have seen in terms of demographics. — Power Your Advice
7. Get Ready for One of the Greatest Investing Manias in History
Mark my words: The “Race to Zero” will be one of the greatest investing manias of all time. It will top the 1990’s dot-com craziness, during which time many internet stocks soared thousands of percent. Greedy investors and Wall Street opportunists won’t be the only ones driving this bubble. The world’s most powerful politicians and corporations will be involved this time. — Stephen McBride
8. How Do You Know When You Have a “Great Practice”?
“Great” is so subjective isn’t it? Having a “great practice” is a subjective assessment too…what is great to one adviser might be considered ordinary to another. But the true measure for each (I think) is: “When it is delivering the income and lifestyle that you imagined.” — Tony Vidler
9. 4 Core Strategies for Exponential Growth
The unsolicited referrals you are receiving are a barometer of your referability. You are getting unsolicited referrals, aren’t you? As mentioned above, it is Engagement Clients who make introductions. An engaged client feels connected to both your value and to you as a person. — Bill Cates
10. The Niche Marketing Strategy for Financial Advisors
In the competitive world of financial services, standing out from the crowd is essential for success. That’s why your niche marketing strategy is so important. Financial advisors and money coaches can leverage their expertise and build strong client relationships by identifying a specific target market. — Annette Bau
11. How To Avoid Financially Destructive Clients
As financial service firms grow, there is almost always a progression towards being more selective about who they take on as a client. That may sound a bit cold, but really, it serves both advisors and investors to be paired well. So how do you know who will be an ideal client…and who won’t? — Hugh Massie