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How Personal Branding + Vulnerability Can Get You to “Yes” Faster

05/17

WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.

Dierdre Van Nest, Financial Advisors, Retirement Planning, The Breakthrough Advisor™

 

Why Your Clients Aren’t Referring You (And How to Fix It)

04/24

Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.

Business Development, The Advisor Coach, The Breakthrough Advisor™, Tom Rieman

 

Quality Advice: The Antidote to Not-So-Stellar Organic Growth

04/18

Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting...

Organic Growth, Retirement Planning, The Breakthrough Advisor™, Tom Rieman

 

Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025

04/02

If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.

Business Development, Financial Advisors, InsurMark, Retirement Planning, The Breakthrough Advisor™

 

The BIG Question Clients Ask Before Hiring an Advisor

03/19

The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore. 

Ari Galper, Financial Advisors, InsurMark, Retirement Planning, The Breakthrough Advisor™

 

Clients Are Panicked About Social Security: What Can Advisors Do?

03/15

Social Security is headed toward insolvency and the Social Security Fairness Act means 3.2 million more will be collecting benefits. Opportunities are huge for advisors who step in to help.

Social Security

 

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.