Financial advising with a

The Fallacy of the Hourly Advisor

06.20.19
post img

Do Clients Actually Care About Your Client Portal?

Why the answer is typically “No”… and how to turn it into a “Yes!” Technology spending for FinTech is on the rise. Among the many tools available to a typical advisor these days, client portals are at the top of the list. According to the 2018 Financial Planning Tech Survey, 80% of advisors offer an access […]

06.18.19 | Patrick Brewer, CFA, CPA | 0 Comments
post img

An Optimal Client Service Model for Financial Advisors

Go beyond a traditional service calendar to impress clients by crafting an optimal client service model for financial advisors “So, you charge X. What is it that you DO to justify that fee?” OK, so maybe you don’t get asked this point-blank. But this question is probably in the back of mind for your prospects, […]

06.09.19 | Dominique Henderson | 0 Comments
post img

Why Automation Is the Enemy of Financial Advisor Client Experience

One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s […]

05.16.19 | Patrick Brewer, CFA, CPA | 0 Comments

The Value of Trusted Advice

05.01.19
post img

4 Stages of Financial Advisor Client Relationships

Financial advisor client relationships are built on a foundation of deep trust. Here is a blueprint for strategic trust acceleration. How do you think about the people that you interact with as a financial advisor? Most advisors I know divide their world into two categories: prospective clients and actual clients.  That isn’t wrong — but in my […]

04.15.19 | Patrick Brewer, CFA, CPA | 0 Comments

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