4 Ways to Increase Prospect Quality Over Quantity

Not many advisors complain about having too many prospects. But here’s the thing. You have too many prospects if: You don’t know how to tailor your advice to them (because you honestly don’t know what’s important to each person)  You can’t increase your value or...

6 Ways Podcasting Makes You a Better Advisor

Do you know the similarities between being a great podcast host and a great advisor? We’ve seen firsthand that podcasting makes advisors become better: Listeners Marketers Communicators Leaders Networkers Human beings But how does that happen? If you’re ready to take...

How to Market in the Expertise Economy

Like it or not, all advisors compete in the expertise economy. The trouble (opportunity) is that most advisors don’t understand expertise marketing principles, tactics, nor how to implement.  Join Kirk Lowe, a leading-edge, thought-leader for financial marketing for...