Financial advisors are often told by leadership or business consultants to “grow your financial practice,” expand your assets under management, or increase activity. The challenge with growth-based goals is they often overlook the obstacles and historical sticking points that can plague an advisor’s business.
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The 2023 Financial Advisor’s Marketing, Social Media & Client Cultivation Calendar
by Tiffany MarkarianFinancial advisors often struggle with creating marketing and social media content – especially when they don’t have a dedicated marketing team. Now you can plan your 2023 marketing, social media and client cultivation strategy using our free calendar template.
Read MoreTop 5 Strategies for Virtual Business Growth
by Tiffany MarkarianBeing in a virtual environment does not have to impair your ability to revitalize your business or growth strategy. In fact, working from home may be your ideal opportunity to do some behind the scenes work on your business. Below are the top 5 virtual business growth strategies you can execute in a remote environment to advance your business momentum.
Read MoreMarketing Strategies That Work With Any Budget
by Tiffany MarkarianMarketing strategies and tips for any budget can be successful provided you use the right strategies. Having unlimited marketing dollars does not guarantee clients will engage. Successful marketing requires you to know your ideal client and what they truly want. You need to know the problems they want to solve, how they define value and how they want to receive information. This is the key to marketing, no matter what size budget you have.
Read MoreThe BIG Mistakes Made With Digital Marketing
by Tiffany MarkarianDigital marketing allows you to reach a vast audience of prospects and clients with one click – and therein lies the problem. When done incorrectly, digital marketing can quickly become a passive aggressive strategy. The prospects or clients you are hoping to reach are, in fact, people. They are not leads. To truly engage people, you need to present your content in a way that makes them want to engage.
Read MoreAre Your Virtual Team Meetings Boring?
by Tiffany MarkarianWhen you hear the phrase “virtual team meetings” do your eyes roll? Has your team been showing up for meetings but staying off camera? With the reliance on virtual communication these days that may be the case.
Read MoreThe Right Practices for Greeting Clients in the Office
by Tiffany MarkarianEvery member of your firm is part of the client’s experiential process. Leaders and staff members who create exceptional client experiences are the professionals who rise to the top in a value-compressed environment. Once you recognize this fact, you can integrate common strategies to personalize and humanize your client experience. One of the most personal aspects of the client experience is greeting clients in the office.
Read MoreTime Management Checklist for Financial Advisors
by Tiffany MarkarianTime management is prioritizing tasks in your business and personal life so you can maximize productivity. The goal is to create an environment that is conducive to maximum effectiveness and efficiency. If you feel you are falling prey to time management culprits, it may be time to start blocking and tackling. You don’t want to put your client experience or your goals at risk. Use our “Time-Wasters Checklist” below to help you identify inefficiencies in your business or areas that might need immediate attention.
Read MoreTackling the Top 4 Time Management Traps for Financial Advisors
by Tiffany MarkarianAs the head of your business, there are things you do and know that no one else does. It’s what makes you a valuable resource and an exceptional financial advisor. As your practice grows; however, the challenge becomes time management. The goal is to keep your practice running efficiently so you stay client focused. The more you try to control everything in your business, you lose the ability to scale your business. It puts your entire client experience at risk.
Read More10 Ways to “Wow” Your Clients and Provide a VIP Experience
by Tiffany MarkarianCreating a “wow” or VIP experience for clients is about building your business around the client. It is going above the expected and delivering the unexpected. Every interaction a client has with you is part of their experience. They are observing you, listening to what you say, and scrutinizing every interaction. They are assessing what they are paying for and the value that is being delivered. Creating a “wow” or VIP experience is about delivering something clients never knew they wanted, at no additional cost to them.
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