Leveraging COI Relationships Through Podcasting

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...

5 Advisor Growth Strategies for 2018

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...

A Letter from a Marketer to an Advisor

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...

7 Expenses a Good Brand Negates

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...

12 Website Mistakes: Don’t Make These

This article is for financial advisors who want to be better at marketing. If you can relate to any of these WEBSITE DON’Ts, I’m hoping they inspire you to reflect on why you have a website and what you hope it will accomplish for your practice. 1 – Use Others Peoples...