experienced advisor development Archives

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.

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.

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?