Steve Wershing, author of “Stop Asking for Referrals” talks to Tom Reimer about the myths of growing a business via referrals. If you don’t understand why referrals happen (and what’s going on in the mind of your client) asking for referrals can actually have a negative and damaging impact on a relationship built on trust.… Continue reading Stop asking for referrals and grow your financial planning and investment advisory business
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How To Grow Your Financial Advisory Practice With A Podcast
How To Grow Your Financial Advisory Practice With A Podcast (While building long term relationships and helping/retaining existing clients) What’s the best way for you to create a community with your brand? Start a podcast! Statistically speaking, 80% of podcast listeners are likely to listen to most or all of the episode. It’s a great… Continue reading How To Grow Your Financial Advisory Practice With A Podcast
How To Grow Your Financial Advisory Practice Through Systems & Processes
HOW TO GROW YOUR FINANCIAL ADVISORY PRACTICE THROUGH SYSTEMS AND PROCESSES // A Financial Advisor tends to rely on referrals to grow their practice, but to truly find their ideal client, financial planners must control the firm’s operations and processes alongside digital marketing. In this video, Paul spoke to Operations and Processes queen Sarah Challenor… Continue reading How To Grow Your Financial Advisory Practice Through Systems & Processes
7 Ways to Generate Leads for Your Financial Advisory Business Without Cold Calling | GROW IN 2021
“Instead of trying to outspend, outsell, or out sponsor your competitors, try to out-teach them” — Jason Fried Let’s face it: cold calling and other hard sales tactics just aren’t effective anymore. So, what strategies can financial advisors utilize to generate more leads? Samantha Russell, CMO at Twenty Over Ten, is answering that exact question… Continue reading 7 Ways to Generate Leads for Your Financial Advisory Business Without Cold Calling | GROW IN 2021