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Clients Need to Get Real about Longevity: How Advisors Can Help

12/18

The role of the financial professional has evolved dramatically in the past few decades. In the “old days,” advisors acted much like stock brokers, focusing primarily on goal planning and wealth accumulation. Clients expect a whole lot more from advisors today, including retirement planning. Yet,...

 

Elite Advisors Embrace the Life Insurance Game: Here’s Why

12/04

Many advisors resist selling life insurance, preferring to focus on securities instead. If you want to serve affluent clients better, it’s time to give life insurance another look.

 

Lean Into the Power of Social Security to Grow Your Advisory Practice

11/18

One of the most important things advisors can do for clients is to help them pinpoint strategies to optimize retirement income.

Social Security

 

Top Four Attributes Advisors Need to Lead a Winning Team

10/31

Many advisors launched their career in the corporate world. The trouble with the corporate world is that it can put you in a box that limits your potential.

 

How to Cultivate Trust in the Advisor-Client Relationship

10/18

When clients are on the hunt for a financial advisor, they’re seeking more than financial expertise. While it’s important to “know your stuff,” consumers want to work with an advisor they can trust. Yet many advisors focus on pushing their credntials and come up short on building emotional connections clients.

 

Advisors: Stop Asking for Referrals, Become Referable Instead

09/11

Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.

Financial Advisors, Retirement Planning, The Breakthrough Advisor™

 

Advisor Video Marketing Made Easy: 8 Business Boosting Tips

08/27

Like those old Virginia Slims commercials used to say, video marketing has come a long way baby! More advisors are using video to connect and engage with consumers, but the “rules” regarding what works and what doesn’t work continue to evolve. Video can be one of the...

The Breakthrough Advisor

 

Quashing Cat Food Nightmares Is Good for Clients and Advisors

08/22

Many advisors struggle with lackluster organic growth. There’s never been a better time to be an advisor, but talking to clients about longevity is critical.

The Breakthrough Advisor

 

Three Highly Successful Advisors Went to a Bar …

08/21

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?

The Breakthrough Advisor

 

Learn from the Best: Five Winning Habits of Top Advisors

08/02

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.