Imagine walking into a room filled with financial advisors. Each one has a story, a strategy, and—most importantly—a few letters trailing their name. CFP® mark, CFA®, CPA, ChFC, CIMA… It’s like a bowl of alphabet soup, but instead of carrots and peas, you’ve got credentials and career-defining expertise. You pause. “Do I need one of those to stand out? Which
In a world where everyone is vying for attention, your financial advisor bio isn’t just a paragraph—It’s your first impression, your handshake, your chance to say, “I see your challenges, and I know how to help you overcome them.” In the financial services world, where trust is currency and attention spans are fleeting, your bio is your story. It’s not
How strong is your communication strategy? Does it position you as the premier expert in your community whenever there’s volatility in the markets? Is it personal enough to show you truly care whenever a client is sick, scared, or grieving…
A few years back, during a particularly heated election season, one of our advisors, Steve H., faced the same pressures you’re facing now. The markets were unpredictable, clients were nervous, and it seemed like every day brought new challenges. But Steve didn’t panic. Instead, he implemented our Election Season Branding strategy…
What if you could retain 100% of their assets every time a client dies? What if you could become the advisor of record for entire families, going four to five generations deep? What if we could give you a formula that would stuff your basket full of ready-made prospects… simply by talking to the clients you already ha…
Since 2014, Bill Good has been helping advisors build a brand he calls the “Family Financial Advisor”. It’s part of the solution to a major problem now infecting the practice of many veteran advisors. The problem? The dreaded “heir leak”. When the last primary client dies, somewhere between 66% and 95% of the assets grow wings and take flight…
