Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his “One Call Sale.”
Advisor Video Marketing Made Easy: 8 Business Boosting Tips
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…
Quashing Cat Food Nightmares Is Good for Clients and Advisors
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.
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?
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.
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…
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…
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%,…
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.
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…