Financial Advisors, 6 Tips From Content Marketing For More Clients

6 Practice-Changing Tips To Unleash the Power of Content Marketing Content marketing can seem vague and elusive. You may be uncertain about how to get the most out of your content, perhaps a white paper, webinar, or newsletter. So exactly what is this thing called content marketing? Call it what you like, you can think […]

Financial Advisor Marketing, How To Win Over Millennials

by Shirley Hanson The Millennials have arrived in abundance. They are now the largest generation by size — yes, surpassing baby boomers. They total some 76.6 million or more (the total depends on how you define them). Frequently, they are described as being born between 1977-1994 and are now 20 to 37 years old. Here’s […]

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, 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: […]

Supercharge Your Growth The “Billion Dollar Baby” Way

by Shirley Hanson The billion-dollar goal is increasingly within reach for your financial advisory practice. According to the InvestmentNews annual benchmarking study, twenty percent of participating registered investment advisory firms in the annual study managed $1 billion or more in assets last year (2014). A decade ago that number was 2.5%. The study reveals that […]

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% […]

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 […]