Three Highly Successful Advisors Went to a Bar …
Remember when average organic growth for an advisory firm teetered around 9%? What did these highly successful advisors do to beat the trend and who are they?
Breakthrough Advisor Blog
The Breakthrough Advisor
Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)
Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.
Breakthrough Advisor Blog
Learn from the Best: Five Winning Habits of Top Advisors
Have you seen those “Top 100 Advisor” lists? We’ve got five strategies and habits top advisors ascribe to that translate to exceptional organic growth.
Breakthrough Advisor Blog
Clients Are Afraid to Spend in Retirement. How to Stop the Madness.
Be an advisor who puts fears of running out of money to rest. Our industry doesn’t do a great job educating clients about guaranteed income.
Breakthrough Advisor Blog
Is Your Marketing on Life Support? Turn the Tables on Client Acquisition.
At InsurMark, we survey thousands of advisors each year to get feedback on various topics. Many comments are clustered around concerns like, “My marketing is on life support” and “I’m struggling to close the client acquisition gap.” The problem for most of these advisors is nobody knows they exist or where to find them. On
Breakthrough Advisor Blog
Advisors Need a Champion Mindset to Go from Good to Great
When you think of highly successful individuals, elite athletes often come to mind. For one, famed boxer Muhammad Ali will always be known as “the Greatest.” In recent years, several athletes have been labeled as GOATs (Greatest Of All Time), including quarterback Tom Brady, gymnast Simone Biles, NBA star Michael Jordan and tennis great Serena
Breakthrough Advisor Blog
5 Things High Growth Firms Do to Achieve Exponential Growth
If you read our recent blog, “Struggling with organic growth? Here’s what’s holding you back,” you know that organic growth for advisors has tanked since 2017, with growth rates hovering around 3-4%. At the same time, some advisory firms are growing exponentially, at rates of 20%, 30%, 40% and more. What are they doing that struggling advisors
Breakthrough Advisor Blog
Struggling with organic growth? Here’s what’s holding you back.
One of the biggest challenges nagging advisors today is how to accelerate organic growth. It’s no secret that organic growth for advisory firms has tanked in recent years, going from a rate of 9% in 2017 to 3-4% in recent years. It’s also no secret that the world has changed drastically since 2020, especially when it comes to consumer behavior and expectations. Yet, many advisors haven’t changed how they do business, and that’s a problem.
Breakthrough Advisor Blog
The Death of the 60/40 Portfolio Has Been Greatly Exaggerated. Here’s Why.
Mark Twain famously said, “The reports of my death are greatly exaggerated.” The same may be said for the 60/40 portfolio, the 60/40 mix of stocks and bonds rooted in diversification and pioneered by economist Harry Markowitz decades ago. In recent years, numerous financial pundits have declared that the 60/40 portfolio is dead. But is
Breakthrough Advisor Blog
Your Path to Advisor Marketing Mojo Starts Here
If you want to grow your advisor practice and don’t want to buy leads (which we generally caution against), you need to figure out the best way to market YOU. There are several variables to consider, like what dollar amount you should allocate to your marketing budget, what tasks you should handle yourself vs. hand