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Summary: Every financial advisor needs to have a sharp marketing message in order to attract new clients. The strongest message can emerge from a relatable narrative that portrays you as the guide who provides your clients with the tools they need to solve their money woes.
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Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
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Summary: President Barack Obama singled out Sheryl Garrett as an adviser who puts clients' interests first in his speech Monday that backed tougher investment-advice standards for brokers who handle retirement plans.
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Summary: As a financial advisor, how do you develop trust with a prospective client and within your organization? We regularly survey our clients and ask: What is the most important thing that makes you stay with us?
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Summary:In the majority of advisory firms, the founder is the primary rainmaker. He or she seems to have this innate ability or magical powers to create rain out of hay. For far too long they have been the primary source of new business and the entire firm has grown up around them in support of their rainmaker role
