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Summary: We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book" (themselves) without a cover.
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Summary: When it comes to websites, first impressions matter. What’s the snap judgment someone makes when visiting your site? Are you seen as current and polished? Or outdated and not really trying? Our data shows that 95 percent of prospective clients will research you online at some point in their decision-making process. Your website (and LinkedIn profile) will be at the top of that Google search. Here are five current trends to ensure that the impression you make is positive and lasting.
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Summary: Advisory firm owners today are deluged by the rapidly increasing number of technology choices and their broad array of functionalities. To help my advisor clients focus, I suggest that they think about technology from the perspective of how it’s used by their firm.
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Summary:The way we consume these services has changed. The same thinking should apply to the technology you use to power your business. While all-in-one bundles once made sense both economically and based on the capabilities available, it’s simply no longer the case in a market now defined by customization and choice.
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Summary: There’s some talk these days about short-term goals being more important than long-term goals, and I tend to be a short-term advocate myself. But I still come across many firm owners who are doggedly focused on creating and attaining their long-term plan and goals.
