4 reasons your friends don’t want to be your clients
In theory, you already talked to all of the people closest to you when you were building your business. If you have, in fact, had these conversations and wondered why some...
Tag Archives: Bryce Sanders
Give clients a reason to like you
You want to keep relationships on a professional level and be taken seriously by clients and prospects, especially if there is an age difference. Yet, by knowing something about your client’s...
7 ‘Thou shalt not’ referral commandments
Well-meaning friends and clients intend to help you by referring their acquaintances to you. However, even the best intentions on their end can result in problems for you. Better, then,...
10 ways to reassure clients when markets are volatile
When the stock market nosedives, people may become anxious as well as open to exploring more stable assets. With insurance, for example, you can use words like “guaranteed” and “lifetime...
11 everyday moments that can turn into business opportunities or blunders
You are a financial advisor who is involved in the community. Because of this, whenever you leave your house, you’re on stage with clients or prospects. What does that mean? One...
Estate planning roadblocks: Why clients resist and how to help them think about the future
As a financial advisor, you may encounter estate planning roadblocks with clients. The client may say something like, “I don’t need to write a will. Everything I have will go...
5 ways MDRT Annual Meeting attendance demonstrates your value as a financial advisor
While you’re attending the MDRT Annual Meeting or other conferences, your clients might think you are away on a paid holiday — or they could see it...
Influencing how people discuss you professionally
You know a lot of people, and they all talk to other people. You might be able to assist some of them if you were their financial advisor. Will they...
Do high-value clients do business with businesses they dislike?
We have all heard the sayings, “You get what you pay for” and “Free advice is worth what you paid for it.” My guess is your clients wouldn’t keep shopping...
Everyone is a somebody
A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may...
11 ways to connect with the HNW at events
Nonprofits often hold splashy events at the end of the year. Perhaps you’re attending one of these dressy fundraisers filled with strangers, including the high net worth (HNW). How can...
How wine tasting and clubs can get you into high-net-worth circles
You are a financial advisor in the United States, an insurance agent in Asia or an estate planner in Canada. You want new clients, ideally within the high-net-worth community. You...
Make the most of HNW events you paid to attend
The last few months of the year are the gala season for nonprofit organizations in my area. During a four-week period, there are at least four events we will be...
Overcome client decision paralysis: Make complex financial topics simple
If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick...
7 tips for successful client events and seminars
With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people...
