by Kirk Lowe
The title of this article may sound like a recipe for exploitation, but that couldn’t be further from the truth. People enjoy helping others. Your clients and centers of influence (COIs) take pleasure in helping you and they also get satisfaction from helping others...
by Kirk Lowe
According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in...
by Kirk Lowe
No one wants to travel all the time to make a podcast. A lot of podcast equipment articles will talk about having in-house recording software. But I don’t think this is realistic. I suspect most advisors will regularly invite and or partner with people who are not in...
by Kirk Lowe
Dear Frank Maselli, Re: “A Letter from an Advisor to a Wholesaler” I loved it. (To other financial advisors… Please read Frank’s post here before you go any further. This won’t make sense otherwise.) To your comment: “What I need…and I’m being totally honest here…are...
by Kirk Lowe
First: Some Background People refer for two reasons; 1) to be helpful, and 2) to look good. A good brand makes your clients and COIs look great. A compelling advisor brand positions you as different, better and relevant. With simple marketing your brand will inspire...
