financial advisers
Financial Advisers Problem? Not doing the One Thing.
July 21, 2023Advisers have a few problems these days. The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning, developing and improving technical knowledge…
Why your FREE service is a barrier to getting the right business
September 26, 2022Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The…
Show Prospects Your Advice Planning Process To Get CLIENTS
February 12, 2021The Challenge: Getting prospects to buy into your financial advice planning process. The Solution: Show them HOW the process works before asking them to commit. The keywords there are “show” and “how“….and it is because…
The challenge of the DIY consumers for Financial Advisers
September 4, 2020Some telling research was done by Dr Claire Matthews of Massey University that highlighted the DIY (Do It Yourself) consumers mindset, and the challenges which that poses for financial advisers. The research was specifically on…
Soft Dollars are terminally ill….thankfully
July 4, 2016, CFP CLU ChFC I’m calling it: Soft dollars for financial advisers as we know them today is officially “terminally ill”. Their death is not quite guaranteed, but the odds are very high that they…