BUSINESS PRACTICES | Maximizing Business Growth

Presenting ideas for the unique challenges and opportunities specific to the female, millennial and LGBT investor.

How do financial advisors differentiate themselves in a crowded marketplace? We believe the most successful advisors shape their individual brands, a process known as creating "presence in your absence." 

Finding new prospects through an introduction of a satisfied client is the preferred approach of top advisors. We help advisors consider new methods of generating introductions.

"Centers of influence" are individuals who can help build networks, solidify client connections, and explore new opportunities. We seek to help advisors maximize the benefits of their COI relationships.

Review financial needs and concerns which often arise for women. We offer tips on how to add value to female clients and identify what women tend to seek in an advisor.

Financial advisors who specialize in a niche tend to gain more referrals and earn more than their generalist peers, underscoring the appeal of identifying, pursuing, and owning your own niche.

What does it take to provide excellent client service? We cover the methods and best practices that top advisors use to advance relationships with their high net worth clients. 

An increasingly interconnected world potentially makes online behavior even more susceptible to hacking and data theft, creating the need for increased protection from cybercriminal activity.

"Simplicity is the ultimate sophistication", said Leonardo DaVinci. Keeping things simple, clear, and visual are the keys to crafting a memorable investment philosophy. 

In an increasingly digital age, social media can be a differentiator for financial advisors. We seek to help advisors leverage the social media tools that fit their particular practice.

From the aftereffects of the financial crisis to retirement anxiety, clients' financial decisions are often driven by emotion. We discuss how emotions, psychology, and bias can drive client decisions. 

What makes a great leader? Being a great coach, establishing trust, and exuding positive energy are a few starting points, but great leadership entails much more.

A client advisory board is a representative group of an advisor's best clients. Convening these clients for guidance can be a powerful way to deepen relationships.

Leveraging diagnostic activities, a model for approaching goals, and a structure for prioritizing team-building efforts, we seek to help advisors improve their practices from within.  

How can advisors help their sales teams work more effectively with clients. We aim to identify the process for sales professionals to demonstrate the value they bring to client relationships.

How can financial advisors handle objections when they occur? We provide methods for preserving and deepening relationships after objections occur. 

Using the phone effectively: Everyone knows how, right? Think again. We review the art of leaving a great voice message.

Understanding a client's level of commitment is essential for financial advisors and can play a crucial role in better recognizing what to do to win business. 

Advisors must understand their clients and understand themselves. We examine several behavioral styles and and what advisors can do to be more effective.

The art of careful listening goes hand in hand with effective questioning--and both skills can be critical to a financial advisor's success.  

Professionals today are inundated with email. How can an advisor stand out from the crowd? We offer insights on crafting effective email.

Making effective use of the phone is more complicated than it sounds. Thinking critically about the structure of effective phone calls can help advisors benefit from client interactions.

Organizing successful meetings can help financial advisors build rapport with clients, manage the conversation in a productive way, and improve client satisfaction.