August 2020 | Blake Hammerton
I recently wrote a few articles about what your clients are most drawn to, and how risk management makes you a better advisor. This recent article from FA Magazine echoes my earlier messages, and goes on to explain a little more about what your clients are looking for in you (their advisor) during these turbulent times in the global market.
read moreAugust 2020 | Blake Hammerton
When there’s uncertainty in the world and in the markets, the stress of being a financial advisor can feel overwhelming. Not only are you trying to care for your clients and your...
read moreAugust 2020 | Blake Hammerton
We all come into this profession with high hopes of building our business, but many advisors struggle to make that dream a reality. The right kind of marketing can deliver a steady, predictable flow of qualified leads, while the not-quite-right kind of marketing can deliver nothing but frustration. Here are 5 reasons why your marketing isn't making you money.
read moreJuly 2020 | Erin Botsford
Your prospects are often compare financial advisors, insurance agents, CPAs, and attorneys. They want to work with the advisor that communicates his or her brand and unique value best, Specifically, advisors whose values reflect their own. So let's review 5 ways you can develop your personal brand as a financial advisor.
read moreJuly 2020 | Erin Botsford
While the title mentions bulletproofing an inheritance, we’re not going to cover the technical aspects of how. Rather, I’m going to show you how that conversation will help you close prospects like...
read moreJune 2020 | Blake Hammerton
If you asked a hundred people on the street what a financial planner does, the answers would be overwhelmingly skewed towards the "investment management” side of the spectrum. This isn't necessarily false, but highly successful financial planners focus elsewhere first.
read moreJune 2020 | Blake Hammerton
In all our messaging, Erin's book and webinars, and our conversations with advisors, we're always discussing the ultimate goal of having a business that allows you to serve more clients, make more money, and have more freedom – and having it do all that with as little of your involvement as possible.
read moreApril 2020 | Blake Hammerton
Have you ever been ghosted? You had a great initial prospect meeting but you never heard from them again? Maybe it was because you left an important influencer out of the discussion. Did you inadvertently leave out the woman, not realizing the influence she maintains in the relationship? I am going to tell you how to win over female clients by not losing them at the onset.
read moreApril 2020 | Erin Botsford
Steve Sanduski invited me to be a guest on his Between Now & Success podcast, and it was wonderful to share my story with his audience. This is still the #1 MOST POPULAR EPISODE on his podcast! In our time together, I share what I did to overcome the obstacles laid out before me so I could build a seven figure firm.
read moreApril 2020 | Erin Botsford
Whether they are married, single, widowed, divorced, working, or retired, there’s never been a more important time for advisors to meet the emotional needs of their clients. Clients are scared right now. They are looking for leadership, confidence, and someone to hold their hand. That person is you, their advisor.
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