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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 Service Your HNW Clients Want and Don’t Know You Can Provide The wealthiest families in America are sitting ducks. Not at work — at work, they’re surrounded by enterprise-grade security teams, multi-factor authentication, threat monitoring, and IT departments with seven-figure budgets. At home, with their families, on their personal devices and home networks, they have almost nothing. And the
How a Volatile Market Creates the Perfect Conditions to Catch New Business When markets drop, investors across the country ask themselves one question: Does my advisor have a plan? That question is either the biggest threat to your business or the biggest opportunity. It depends entirely on whether you’re ready for it. In this recorded session, Matt Hicken and Matthew
4 Proven Ways to Turn a List of Names Into a Drove of First Appointments In the 1800s, thousands of hopeful miners flooded California with a pan, a prayer, and a whole lot of patience. Some struck it rich. But most spent months crouched over a riverbed, sifting through mud and rocks for flecks of gold that may or may
The Service Your HNW Clients Want and Don’t Know You Can Provide The wealthiest families in America are sitting ducks. Not at work — at work, they’re surrounded by enterprise-grade security teams, multi-factor authentication, threat monitoring, and IT departments with seven-figure budgets. At home, with their families, on their personal devices and home networks, they have almost nothing. And the
How a Volatile Market Creates the Perfect Conditions to Catch New Business When markets drop, investors across the country ask themselves one question: Does my advisor have a plan? That question is either the biggest threat to your business or the biggest opportunity. It depends entirely on whether you’re ready for it. In this recorded session, Matt Hicken and Matthew
4 Proven Ways to Turn a List of Names Into a Drove of First Appointments In the 1800s, thousands of hopeful miners flooded California with a pan, a prayer, and a whole lot of patience. Some struck it rich. But most spent months crouched over a riverbed, sifting through mud and rocks for flecks of gold that may or may
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
