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Building a Financial Advisor Value Proposition that Someone Will Buy

How do I define a financial advisor value proposition that will get me more clients? Most advisors think that they know the right answer to that question. Obviously, it’s all about sales and marketing! And yes, sales and marketing are important. You can’t grow a business without them. But before sales and marketing can be […]

08.13.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Building the Model FA Accelerator for Financial Advisors

Traditional coaching isn’t enough to help financial advisors succeed. Neither is technical training, attending conferences, or reading 3,000-word blog articles from experts. The kind of exponential growth you want requires a special ecosystem. And to find it, advisors should look towards the Silicon Valley and its well-established (and highly effective) start-up culture. Consider this. Silicon […]

08.08.19 | Patrick Brewer, CFA, CPA | 0 Comments
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Financial Planning Workflows and Technology: Case Studies

Financial planning workflows and processes get a bad rep. When advisors think about creating a world-class client experience, their minds usually go straight to technology. How can I automate this step? How can I use integrations to make these two systems talk to each other? With dozens of FinTech solutions in the market, one can […]

08.06.19 | Jason Mirabella | 0 Comments
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Thou Shalt Not Use Email Notifications!

Here’s a question for you. Between this morning and right now, how many times did your computer or phone chime at you to let you know you just got another email? Chances are, your number is somewhere around a dozen or more. Many advisors think that keeping those alerts turned on is no big deal. […]

07.25.19 | Chris Belfi | 0 Comments
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One Lie that Can Sabotage Your Day

It happened again. Somehow, you forgot to return that one important phone call. Or maybe it was a report you needed to send out, but you didn’t. Whatever it was, it fell through the cracks. Now, you’re feeling overwhelmed, incompetent, and guilty as you try to clean up the mess. How did we get here? […]

07.19.19 | Chris Belfi | 0 Comments
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Is Your To-Do List Killing You?

One tip to make your to-do list work for you — not against you What do you see when you look at your to-do list? Highly specific action steps — or vague ideas that make you want to bang your head on your desk instead of getting to work? What does a vague to-do list […]

06.26.19 | Chris Belfi | 0 Comments

Don’t Be a Bagel Salesman

06.25.19

Starting a Financial Advising Practice

What Advice Are We Actually Selling?

The Reality of Becoming a Junior Partner in a Financial Planning Firm

The Art of the Financial Planning Checklist

Three Pillars of Financial Advisor Marketing and Client Acquisition

The Conundrum of Financial Designations

Rethinking The Real Reason You Are A Financial Advisor

The Importance of Picking the Right Financial Advisor

Rethinking Your Focus Area/Niche Selection

What A Lightsaber Can Teach You About Marketing

Put Me in Coach, I’m Ready to (stop) Playing Advisor

Don’t Be a Bagel Salesman

How to Get Gross Revenue to 500K

The Importance of the Offer

The Myth of Time Management

4 Ways to Scale Your Financial Advisory Practice

#1 Mistake Financial Advisors Make in Their Sales Process

What is Wealth Management?

The Fallacy of the Hourly Advisor

The Conversation You Should Have (with Yourself)

Once Upon a Time in Niche Fantasyland

The 5 Advisor Personality Types

Low Cost Facebook Audience Building

You Want to Do What in Vegas?

Marketing Through Uncertainty

The Parable of the Excess Returns

The Power of Why

The Value of Trusted Advice

The Sacrifice of Building a Business

Why You Should Fire Your Coach

The Number One Competitor for Financial Advisors

The Anti-Niche Opportunity

The Trouble with Consistent Sales

Solving the Fee Formula

The Balboa Hiring Strategy