April 9, 2024
4 reasons why Prospects Will Hire you and Not the Next Advisor
Potential clients aren’t interested in your products. Nor will they decide to work with you based on your expertise or your experience. These ‘hard’ skills are skills all advisors should have in their toolbox. And, necessary though they are, they won't serve to differentiate you in the minds of your prospects. To win over new […]
April 2, 2024
Identity Theory in Marketing: The Financial Advisors Guide
Did you know that aligning your marketing strategies with the identities of your clients can significantly amplify their effectiveness? Top financial advisors recognize that beyond the numbers and financial plans, lies the profound impact of acknowledging and valuing the unique identities of each client. In fact, businesses using customer identity strategies can offer more personalized […]
March 22, 2024
Purpose-Driven Marketing: The Financial Advisor's Guide
Did you know that according to a study, shared values are a significant factor in building relationships between customers and brands? As a financial advisor, purpose-driven marketing can be your key to unlocking deeper connections with your clients. What is purpose-driven marketing? Purpose-driven marketing represents a paradigm shift in the way financial advisors and coaches […]
March 6, 2024
Time Blocking Techniques: A Guide for Financial Advisors
Are you maximizing your efficiency and client satisfaction as a financial advisor? A survey revealed that while the majority of business owners (63%) work more than 50 hours a week, they would prefer to work just 42 hours. Time blocking is a strategic time management method that can help you align your work habits with […]
February 28, 2024
Marketing 101: Brand Building for Financial Advisors (2024)
How do you differentiate yourself in a crowded market? This is a question that financial advisors grapple with daily. In an industry where a large percentage of consumers start their journey with an online search, building a strong, unique brand is crucial. What is a brand? A brand, in the context of financial advisors, is […]
February 15, 2024
How to Develop Client Intimacy During Virtual Financial Planning
Imagine connecting with someone in a way that transcends the physical distance between you, creating a bond that not only fulfills your professional needs but also feels personal and genuine. With virtual financial planning, this isn't just a possibility—it's now the norm in the post-Covid era. Surprisingly, 80% of financial advisors have found it easier […]
February 7, 2024
Navigating the Biggest Problems Financial Advisors Face
Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique challenges. Yet, they also present opportunities for growth and differentiation. Let’s talk about these issues and some insights and strategies you can […]
January 31, 2024
Financial Advisor Value Statements: A Key to Client Relationships
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the absence of a clear value statement, while employees dedicated to a greater purpose tend to be more engaged. In this guide, […]
January 26, 2024
How Future Self-Continuity Affects Financial Planning
Are you aware that your perception of your future self can significantly influence your financial decisions today? According to a study by Hershfield et al. (2011), individuals who feel a stronger connection with their future selves are 30% more likely to save for retirement. This concept, known as future self-continuity, is a psychological principle that […]
January 10, 2024
How to Differentiate Your Financial Advisory Business (Stand Out from the Rest)
How can you ensure your clients place their trust in you? The CFA Institute's latest findings are telling: 86% of institutional investors and 60% of retail investors highly trust financial services, driven by personalization and technology. In a world where nearly three-quarters of millennial investors show a strong trust in financial services, setting your business […]
