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While you wait for your appointment, we invite you to explore a variety of resources we’ve carefully curated for you. These materials are designed to provide insights, tips, and strategies that can be implemented immediately.
The Four Things You MUST Change to Get More HNW Clients This is David Baker, an advisor in Maryland. Like many advisors, he spent much of his career working with clients in “mass affluent” territory. Think $250k in investable assets. Maybe a little more, maybe a little less. Like most advisors, he dreamed of catching bigger fish — building a
How Firms Should Evaluate their Financial Advisor CRM This Year Most financial advisors don’t wake up thinking about their CRM. They wake up thinking about the prospect they meant to call last Thursday. The onboarding paperwork still haunting someone’s inbox. The annual review that’s two weeks out with zero prep done. Or the client who updated their email address in
The Process That Ensures You Never Waste a Day (or a Dollar) on Your Growth Just like a fitness tracker helps you see what’s working and what isn’t, the right business metrics give you clarity. Over time, patterns emerge. You stop guessing. You make smarter decisions because you can see the truth in your numbers. That’s exactly how Bryan Poole
The Four Things You MUST Change to Get More HNW Clients This is David Baker, an advisor in Maryland. Like many advisors, he spent much of his career working with clients in “mass affluent” territory. Think $250k in investable assets. Maybe a little more, maybe a little less. Like most advisors, he dreamed of catching bigger fish — building a
The Process That Ensures You Never Waste a Day (or a Dollar) on Your Growth Just like a fitness tracker helps you see what’s working and what isn’t, the right business metrics give you clarity. Over time, patterns emerge. You stop guessing. You make smarter decisions because you can see the truth in your numbers. That’s exactly how Bryan Poole
How AI-Native Systems Will Replace Every Legacy Platform If you feel like your CRM slows you down instead of helping you move faster, you are not alone. According to a 2024 Citywire survey, 43 percent of advisors say they are frustrated with their CRM. And it is not hard to see why. Most CRMs feel clunky. They feel slow. They
How Firms Should Evaluate their Financial Advisor CRM This Year Most financial advisors don’t wake up thinking about their CRM. They wake up thinking about the prospect they meant to call last Thursday. The onboarding paperwork still haunting someone’s inbox. The annual review that’s two weeks out with zero prep done. Or the client who updated their email address in
Let’s start with a hard truth: If your target market is “anyone with assets,” then your actual target audience is no one. It’s the most common trap we see financial advisors fall into. They cast a wide net, hoping to not just land, but also not exclude “anyone who needs help with their money”— retirees, business owners, millennials, tech execs,
If you set things up correctly, referrals can come from a variety of sources, like Sunday barbecues, golf foursomes, and even handwritten thank-you notes. You serve your clients well, and when a friend, neighbor, or family member need financial advice, your name gets passed along—quietly but powerfully. That’s happening for many advisors. But these days, it can also start with
