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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.
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation across multiple systems. The list goes on, and it’s not getting shorter. But here’s the thing that nobody wants to say out
The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a “first opinion” before they ever call an advisor. Here’s how to win their business by transforming your discovery meeting — and why advisors who adapt will close more HNW clients. In this full-length BGM webinar, Senior VP of Consulting Matt Hicken
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
The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a “first opinion” before they ever call an advisor. Here’s how to win their business by transforming your discovery meeting — and why advisors who adapt will close more HNW clients. In this full-length BGM webinar, Senior VP of Consulting Matt Hicken
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
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation across multiple systems. The list goes on, and it’s not getting shorter. But here’s the thing that nobody wants to say out
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,
