Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of inf

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many. Financial advisors are often challenged by what marketing strategy is right for them, how to communicat

The evidence is in and its compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial plannin

If I target a specific market, what about my current clients? And wont I be missing out on other opportunities? These are a few of the common questions that come up in the discussion about niche mar

I tried networking once. It didnt work! Yes! This is an actual quote from a financial advisor. Sad! Networking for financial advisors is not just going to networking events which even The Refe

Client Engagement! Client Experience! Creating Wow! Whats all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, fou

Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream? Not necessarily. Our featured

If youve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview. Have you harnessed the p

Outspoken Controversial Disruptive These are some of the words that have been used to describe Sara Grillo. Saras on a mission to help advisors rise above the platitudes and sameness they use

How are YOU doing when it comes to attracting and working with affluent women? At this moment in time, women control one-third of total U.S. household financial assets representing more than 10 tril