Are the ultra-wealthy just like the rest of us? Depends on whom you ask. How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.
Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys). If you want tips on choosing the right partners and keeping all parties accountable, keep reading!
Many advisors start strong with their marketing but then struggle to keep the momentum going. With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.
You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way. Either way, the problem seems to be getting started.
Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?
Financial advisors offer many of the same products and services. So what sets one apart from another?
Can anyone launch and leverage a podcast for business growth and authority?
Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions?
Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference? Successful events have a rock-solid plan
Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't? In reality, being unsure can be a strength — when channeled effectively.
You know what marketing is, right? But what about the difference between foundational and growth marketing?
We all love a good story. In fact, we’re hardwired for it. But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?
Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?
Have you ever considered using a book to elevate your credibility and influence?
How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences? By starting with this podcast.
We know that inclusion, equity, and diversity are important. But why? Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?
What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?
Struggling to get your podcast off the ground? We get it!
Pop quiz: what’s the most visited page on your website? It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses? It’s your About Page.
Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.