Entries by Phil

Can We Take the “Ugh” Out of Sale?

Hello Phil, Growing our firm is a top priority, yet most of our advisors don’t like selling. What should we do? – Dennis, Chicago Hi Dennis, Don’t feel alone. Many financial advisors would do almost anything other than (gasp) sell, yet they desire new clients. Conversely, most people love to buy things (but don’t like […]

Overlooked COI for Business Owners?

Hello Phil, Many business owners are baby boomers close to retirement age. What are some off-the-beaten-path centers of influence we can leverage to reach them? – Megan, Houston Hi Megan, Brilliant question. Financial advisors typically focus on traditional centers of influence (COI), such as estate attorneys and tax accountants. They are proven and highly sought […]

Guest Blogging. What should I know?

Hello Phil, What should I consider before asking a blogger to publish my guest post? – Mike, New York Hi, Mike, Excellent! Financial advisors should do this regularly. Informative guest blogging positions you in front of blog readers and beyond with backlinks, post sharing, SEO, speaking opportunities, quotes, etc. Here are suggestions to contemplate. 1. […]

Can client events be introduction Oppourtunities?

Hey Phil, This year our firm is hosting a number of client events. Can we turn these into referral opportunities? – Elaine, Maryland Hi Elaine, Events to update clients on the news impacting them is introduction gold. Social events work too. Here’s how to do it. 1. Do you track the clients who have introduced […]