Financial Advisors, Get the Right People on the Bus

There’s no mystery about why . . . Top Performers arrive at the top. In our more than 1,000 interviews with advisors of all types over the last decade, one quality of these top performers shows up again and again. Jim Collins, author of “Good to Great” has a fascinating way of pinpointing this difference: […]

Advisors, Why Most Meeting Campaigns Fail

By Bob Hanson You may be attracting some good prospect referrals from clients and (Centers of Influence) COIs. And you would like to find a way to gain more just like them. Also, like many advisors, you may be converting a high percentage of these referrals to clients. At this point many advisors decide to […]

The Advisor Road Map to Profiting From Web Meetings, Webinars

Generate new prospects, save time and money, and tap into the power of financial advisor webinars and recordings done right: Technology is only 10% of the solution Live, Webinar 2.0 Training Next Week, February 11 at 1:00 pm EST You can sign up here at Because I am a faculty member, you receive 50% […]

For Financial Advisors: The Surprising Benefit of Having a Target Market

By Bob Hanson Longtime readers of this newsletter and our book are familiar with many of the benefits of having a target market or niche. You have likely heard about the power of this strategy to unlock your growth, focus your resources, enhance your ability to get in front of more target prospects, and increase […]

What Do Top-Growing Financial Advisory Practices Have in Common?

Here you’ll discover three surprising keys to having a practice with both Growth AND Income. For many, what will be unexpected is what you will NOT find in all these financial advisory practices. Top Growers are NOT necessarily specializing in one hot area such as retirement planning, focusing on a particular niche such as widows […]

Financial Advisor Marketing, Gain a Jump-Start on 2015, Your Year for Growth

By Bob Hanson Imagine it is one year from now and you are looking back on an amazing 2015 for your practice. While no one can control the markets, you can control your own practice and your marketing. What will have changed in your practice from 2014 and previous years? Will you have added a […]

Financial Advisors, Capitalize on This New Wave of Marketing Now

By Bob Hanson Why are some advisors able to reach target prospects while others are shut out as they struggle to wring results from old strategies. Simply, they are wasting their time and money on what’s NOT working. What do hyper-growth firms such as those led by Ken Fisher and Ric Edelman know about marketing […]

Financial Advisors, 3 Ways to Inoculate Your Practice from the Competition

by Bob Hanson Signs are abundant now that both Silicon Valley and Wall Street are waking up and making more determined efforts to compete. A case in point is the innumerable eRIAs emerging across the board. Merrill Lynch’s launch of Clear is yet another example. Schwab and Vanguard are set to drive massive national efforts […]

When Influencers and Niches Collide, Good Things Tend to Happen

By Bob Hanson, copyright 2014 In our last article, we talked about the strategies advisors use with Centers of Influence (COIs) to drive practice growth. For example, one new advisor marketed through THE media company in his market and pulled in an impressive 36 million in assets under management in a little over 18 months. […]

For Financial Advisors, Why Is Your Marketing Not Working?

by Bob Hanson You may be wondering why traditional advisor marketing strategies such as public seminars, cold calling, or COI or client referrals are not working for you the way they have in the past. You may be dabbling in social media, search marketing. or just launched a new website, but not getting the results […]