Blog

The Right Practices for Greeting Clients in the Office

by Tiffany Markarian

Every 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 More
Tiffany MarkarianThe Right Practices for Greeting Clients in the Office

Time Management Checklist for Financial Advisors

by Tiffany Markarian

Time 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 More
Tiffany MarkarianTime Management Checklist for Financial Advisors

Tackling the Top 4 Time Management Traps for Financial Advisors

by Tiffany Markarian

As 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 More
Tiffany MarkarianTackling the Top 4 Time Management Traps for Financial Advisors

10 Ways to “Wow” Your Clients and Provide a VIP Experience

by Tiffany Markarian

Creating 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.

Read More
Tiffany Markarian10 Ways to “Wow” Your Clients and Provide a VIP Experience

The Flub Many Financial Advisors Make with Affluent Referrals

by Tiffany Markarian

Referrals are the reward and hallmark of any good business. As such, there are many scripts and approaches financial advisors will use to get new referrals. The challenge, if you ask most advisors, is the referrals they are receiving do not always meet their ideal “A” client profile. There is an inherent flub many advisors are making with affluent referrals.

Read More
Tiffany MarkarianThe Flub Many Financial Advisors Make with Affluent Referrals

“Final Four” March Madness Marketing Strategies

by Tiffany Markarian

It’s March Madness and we are sharing the “Final Four” marketing strategies for financial advisors and insurance professionals  There are a plethora of marketing strategies and tools available, but when you try to execute them all, things can get haphazard. We are sharing the “Final Four” tactics that should be part of every effective marketing or business development plan.

Read More
Tiffany Markarian“Final Four” March Madness Marketing Strategies

8 Considerations When Hiring a Marketing Director

by Tiffany Markarian

Marketing is a key function in building any successful organization; therefore, it requires assessing and hiring the right marketing director. The challenge when investing in marketing is there is no one magic marketing strategy for success. Rather, it is the continued execution and mix of marketing strategies that will help position your firm as a competitive entity.

Read More
Tiffany Markarian8 Considerations When Hiring a Marketing Director

The New Rules for Approaching Prospects

by Tiffany Markarian

Gear up everyone. There is a new set of rules for approaching prospects and clients. As we look back on this past year, it is clear the pandemic has left people fatigued, stressed, and frustrated. The ongoing disruption and losses have caused people to reflect on things. Prospects and clients are asking themselves, who is truly bringing value to my life? Who is helping me feel secure amidst all this chaos? Is the money I am spending to work with a financial professional delivering the outcomes and experience I want?

Read More
Tiffany MarkarianThe New Rules for Approaching Prospects

Getting Results with Niche Marketing

by Tiffany Markarian

One of the biggest challenges with niche marketing is getting results. There could be a variety of reasons for this, but most often it is due to approaching the market the wrong way. There are a few ingredients that need to happen to find success with niche marketing, not just in the short-term, but for a long-term sustainable approach for your business.

Read More
Tiffany MarkarianGetting Results with Niche Marketing

10 Marketing Tips That Work for Any Budget

by Tiffany Markarian

Marketing 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 More
Tiffany Markarian10 Marketing Tips That Work for Any Budget