Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40 Cybersecurity is a key concern for advisors today—and with good reason, given that it seems there’s a new corporate data breach just about every month. But while data security may be a big issue for you, you might not realize how important […]

Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38 Social media defies conventional wisdom about digital engagement between advisors and clients. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and […]

You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36 One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth. One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. […]

Three More Strategies Used By Today’s Million-Dollar Advisors – Episode 34 You already know two strategies that today’s most successful financial advisors—those earning more than $1 million annually—use to generate their amazing results. Here are three more—along with specific action steps you can take to implement those strategies into your own practice and start moving […]

Mind The Gaps: Addressing Clients’ Concerns Beyond Investments – Episode 32 There’s a perception out there that affluent clients are being well served by their existing advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects. Guess what? It’s just not […]