Official launch of 16 Ways from Sunday podcast : Exploring Financial Advisor Marketing From Every Angle

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I’m thrilled to share with you the official launch of the 16 Ways from Sunday podcast. This podcast is a podcast for high-performing financial planning professionals that are committed to improving their craft. It takes a rifle-approach with a focus on financial advisor marketing and business building. Each episode provides actionable marketing ideas and insights, typically …

The three questions you must answer for prospective clients (and the two questions to answer to keep them as clients)

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Many will argue that “sales is sales.” I’ll contend that the financial services industry has two paths that professionals can take when approaching new client acquisition (sales): the transaction-based sales path or the consultative sales path. In a transactional sales model, the value is found within the product and price is often the focus. The …