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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.
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 Meeting Went Great. So, Why Didn’t They Close? The first appointment with a high-net-worth prospect seemed to go perfectly: the energy was good, the conversation great. You felt like you made a real connection, and you left confident they’d be working with you soon. You followed up. But nothing happened…just silence. So, what happened? And more importantly, what do
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
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 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 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
