rhythm of your financial practice

Are you paying attention to the rhythm of your financial practice?

According to marketing consultant Dan Allison, president of Feedback Marketing Group, advisors lose out on 80 percent of potential referrals because their clients can’t properly articulate the services their advisors offer. Recent studies from Absolute Engagement showed that 82% of high net worth clients don’t refer because they claim to not know anyone who they…

Heat Up Your Referral Opportunities!

Heat Up Your Referral Opportunities!

Most financial advisors work to develop relationships with other professionals (COIs-centers of influence) to generate more referral opportunities.  Ironically, one of the most frequent complaints we hear from advisors is that their relationships with other professionals (ie. CPAs, Estate Attorneys, Bankers, Insurance, etc.) tend to be one-sided. They give referrals to other people while seeing…

Sexual Harassment Builds a Huge Barrier for More Women Entering Wealth Management

The #MeToo movement that began in late 2017 imposed a magnifying glass on a nearly invisible epidemic of sexual harassment against women across all walks of life and throughout various industries. Prominent and powerful men have been called on the carpet for behavior that until now has long been ignored, hushed, and/or silenced with millions…