Client satisfaction surveys are a great way to connect with your current client base, find out what they think and feel about your service, and even garner referrals and new clients. I outlined the basics of client satisfaction surveys for financial planners and pros in a recent video you can watch here. So today, I […]
7 Important Questions to Ask in Your Client Satisfaction Surveys Read More »
Your greatest asset is your TIME, definitely not your money – and it’s not even close. So, you want marketing that requires very little time input from you while STILL being personal and custom. (That can be done with video, scaling via email, etc.) And you 100% need to leverage other people’s time and energy
12 questions to ask about your marketing. Read More »
The old sales adage is that it takes seven positive interactions with a prospect before they will make a decision to become a client. Well in 2024, it probably takes a whole lot more than seven positive touches, as people are so inundated with advertising, messages, social media, etc. So, you want to make sure
Marketing is math! Here’s how to leverage the numbers for business growth. Read More »
I recently had a financial planner client confess to me that there are a good number of his peers who are probably only mediocre as advisors (he used much harsher language!) but great at marketing. So, therefore, their business was booming. Far more in fact than those who were objectively great financial planners but who
The marketing formula every financial planner needs to know. Read More »
What’s the most important marketing I should be doing? I often get that question from financial planners, professionals, and business owners, as they try to navigate their seemingly endless and often confusing options. Help! It’s all too much! Usually, once faced with this marketing frustration, the professional either ends up: If this sounds familiar, you’re
What’s the most essential marketing for financial planners and professionals? Read More »
I wanted to bring you something today that’s become an important tool for many of my financial planner clients, and that’s a client satisfaction survey. Have you heard the business axiom, if you’re not talking to your clients, then someone else is? While that is definitely true, I would like to add an amendment to
The power of client satisfaction surveys for your business. Read More »
Financial planners and professionals are particular active on LinkedIn, using it to network, find great referral sources, and connect with their high-net worth, professional clients. But too often, our LinkedIn posts or updates fall on deaf ears, failing to reach out audience or get significant engagement. The problem is that most people don’t understand how
The power of LinkedIn carousels for financial planners & professionals. Read More »
✅ Google’s business platform is invaluable for any financial professional or business owner – and it’s free to use. ✅ Did you know that the average business is found in 1,009 searches per month, with 84% of these coming from discovery searches?! ✅ And yet SO FEW financial planners, advisors, mortgage brokers, etc. I work with take full advantage
Financial planners have an important concern when it comes to marketing: compliance. In fact, compliance becomes somewhat of a bottleneck in most organizations. Many planners and advisors flat-out give up on the idea of promoting their services with anything but standard marketing pieces because of compliance concerns. Of course, compliance is essential and to be
Compliance concerns when marketing for financial planners. Read More »
Financial planners and professionals are in a high-ticket business. That means when you get a client, you’re going to get their business this year, next year, and probably multiple services. You get residual income. Hopefully they’re a client for life and then you get their children’s business, too. So, asking for referrals and getting referrals
A few notes and tips for financial professionals to get more referrals. Read More »
Are you maximizing referral business? Getting new leads and new clients is the lifeblood of any business, and studies show that referrals from current clients is the best, most efficient, and most lucrative source of new business. In this world of high technology and fast-paced marketing, simply asking for referrals is incredibly basic, right? And
12 Scripts for financial professionals to ask for referrals. Read More »
Are you maximizing referral business? Getting new leads and new clients is the lifeblood of any business, and studies show that referrals from current clients is the best, most efficient, and most lucrative source of new business. In this world of high technology and fast-paced marketing, simply asking for referrals is incredibly basic, right? And
Why financial professionals should be ACTIVELY asking for referrals. Read More »
