by Kirk Lowe
Podcasts offer an incredible medium for consumers (i.e. investors) to develop relationships with potential advisors. Remember, sourcing a new financial advisor is a massive decision for consumers to make. In the same vein, podcasts provide advisors the opportunity...
by Kirk Lowe
Podcasting is an engaging medium and the recent advancements in podcast analytics are confirming what many have thought —it’ll be a cornerstone tactic in any relevant marketing strategy for advisors and fincos for many years to come. Here are some of the most...
by Kirk Lowe
Businesses that fail to quickly and clearly articulate their uniqueness and value have failed at the most simple and critical business requirements—defining why you. This would appear to be the simplest of tasks, but it’s not. And for many financial advisors, it’s...
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...
