Blog Articles

One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already referred others to your firm.

While you may not be an event planner by profession, there will probably come a time in your career where you’ll have to plan for an event. Whether it’s for a wine tasting, a holiday party, a financial seminar, or a book launch party, occasions will rise where you’ll have to ...

Have you ever received an e-mail that piqued your interest? Perhaps it spoke to a relevant business conundrum you were facing, or contained an offer that came just in the nick of time. Despite what you may assume, this is no coincidence. With segmented or “trip-wire” e-mail ...

Last week, I attended the FPA Rise Symposium in Denver, Colorado. Like many conferences and speaking engagements I attend, there were bright-eyed advisors, engaging keynotes, and of course, an endless supply of hors d’oeuvres. While many speakers piqued my interest, there was ...

Let’s face it. Time after time you hear speakers at conferences and on webinars talk about implementing workflow processes in your practice. It easy to talk about, but much harder to effectively implement in a busy financial advisory firm.