Financial Advisors, The Pen is Mightier Than The Sword

by Bob Hanson “The pen is mightier than the sword.” – Edward G. Bulwer-Lytton What is the simple and successful communications formula we find in the Declaration of Independence? Dear ~Contact.FirstName~, As we approach the Independence Day holiday and the birth of the U.S. as a nation, this quote from the 19th century captures one […]

Financial Advisors, Introductions Without Really Trying

In our 1,000+ interviews over years, the majority of financial advisors cite referrals as a good source of new clients. Yet, most feel as if they should be doing more. Or they may say that introductions from past referral sources and current clients have fallen off in recent years. What is a key difference between […]

Financial Advisors, What’s Your Best Move?

by Shirley Hanson If you want your financial advisory practice to grow, you may have been told you must reach out to new markets. You may have heard that the women’s market is the place to be. Or you have been warned not to miss out on making yourself known to the up-and-coming millennials. Right […]

Financial Advisors, What Can You Learn From Barron’s “Top 100 Financial Advisors” List?”

No matter how much of your resources you invest in promoting your message, it will make little difference if you are only a me-too version of everyone else. Then, you will remain lost in that sea of look-alike financial advisory firms. How do you break out from the pack? How can you differentiate to attract […]

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% […]

Financial Advisors, What Research Says Is Your Greatest Competitive Advantage

It is smart to be happy. In fact, happiness is the single greatest competitive advantage in the modern economy.” – Shawn Achor Achor, writing in an article in the “Harvard Business Review” called “Are Happy People Dumb?” explained: “The real story of happiness (based on research) is that every person has a range of potential […]

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 […]

Financial Advisors, How To Manage Volatility and Reduce Stress

What were financial advisors’ top concern in the second and third quarters of 2014? “Managing volatility,” according to a survey by Fidelity Advisor Investment Pulse. You may be encountering nervous clients now. More market jolts could be ahead because of economic uncertainty and unsettling global conflicts. What can you do to relieve stress and worry […]

Financial Advisors’ Unique Value Propositions Aren’t Unique

The new Pershing Advisor Solutions study on “What Do Top Advisors Say And What Do Investors Really Think?” intrigued me. The study – a survey of 600 investors with $1 million or more in assets – investigated their reactions to 29 of the most common value propositions found on the websites of Barron’s Top 100 […]

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 […]