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Why your website’s design may matter more than you think 10 Jan 2013 | 03:09 pm
Your financial website isn’t merely a place where your prospects and clients can find you on the net, it’s an extension of your brand. Especially in the investment business, your web presence is an ex...
Finetune your appointment setting strategy to bring in more prospects 7 Jan 2013 | 03:25 pm
Instead of wasting your time dialing for dollars, consider focusing someone on your team (or outsource) on appointment setting. Appointment setting works like this: Compile a powerful lead list: Using...
How to identify your ideal customer 5 Jan 2013 | 04:04 pm
As financial professionals, we wear a lot of hats. Whether you’re a Series 7 broker rep or RIA, the job responsibilities of many independent advisors span across the entire sales and delivery process ...
New Years Resolution: 9 Resources to Nuke Your Sales and Get Clients to Say “Oh,Yes!” 4 Jan 2013 | 12:03 am
My learning and experience building comes in spurts. Much like the stock market, my focus on my own business and that of my clients is kind of trend-driven. Last year, I found myself focusing on lead...
Growth Mode: Top marketing and automation tools for investment pros 24 Dec 2012 | 04:24 pm
2012 has been an amazing year for financial professionals marketing themselves online. Tools are getting easier and easier to use and the holy grail for all marketers — AUTOMATION! — is become a real...
Why your pricing model might mean you’re losing clients 13 Sep 2012 | 04:56 pm
I get a lot of advisors asking me about their pricing models. From portfolio managers who charge a % of AUM to financial planners who bill by the hour, advisors are concerned about their revenue stre...
A Fortune 100 consultant’s easy 4 step guide to growing a massive financial services business 7 Sep 2012 | 04:47 pm
Dan Waldschmidt is edgy. He’s full of big ideas with practical applications. That’s not the norm with consultants — most are really good at generating ideas but implementation? That’s someone else’s...
Build it (investment newsletter) and they (users) will come 28 Aug 2012 | 05:38 pm
1:20 AM me: are u capturing emails? 1:22 AM Newbie Newsletterpublisher: No… I am starting thinking about that. Eliminate the sales page and send the traffic first to a site where I only capture emai...
74 ideas to make Motif Investing more popular 27 Aug 2012 | 05:48 pm
Motif Investing launched a few months ago. It’s a nice site and a really cool idea. (for the uninitiated, see my Beginners Guide to Motif Investing) But no one knows about it. In a fit of crazed bra...
23 resources for financial advisors to generate leads 23 Aug 2012 | 04:21 pm
I wish I knew then what I know now… I hung up my Series 7 this past winter after 10 years. Was my stint as an advisor a failure? Well, yes and no. From a service point of view, I feel like my clien...
