Why Your Clients Aren’t Referring You (And How to Fix It)
Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.
Breakthrough Advisor Blog
Breakthrough Advisor Blog
Quality Advice: The Antidote to Not-So-Stellar Organic Growth
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 referrals are doing something wrong. They’re not delivering the quality
Breakthrough Advisor Blog
Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025
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.
Breakthrough Advisor Blog
The BIG Question Clients Ask Before Hiring an Advisor
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.
Breakthrough Advisor Blog
Clients Are Panicked About Social Security: What Can Advisors Do?
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.
Breakthrough Advisor Blog
Clients Need to Get Real about Longevity: How Advisors Can Help
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, many advisors fail to have the tough conversations about longevity
Breakthrough Advisor Blog
Elite Advisors Embrace the Life Insurance Game: Here’s Why
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.
Breakthrough Advisor Blog
Lean Into the Power of Social Security to Grow Your Advisory Practice
One of the most important things advisors can do for clients is to help them pinpoint strategies to optimize retirement income.
Breakthrough Advisor Blog
Top Four Attributes Advisors Need to Lead a Winning Team
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.
Breakthrough Advisor Blog
How to Cultivate Trust in the Advisor-Client Relationship
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. If you’re fretting about stagnant organic growth, working on your trusted advisor status could be a game changer for you.