When finding clients who fit is a “shoe-in”
As financial advisors, we need clients. We all face the issue of finding new clients, though, especially clients who are a good fit for us. I recently tried an idea...
Tag Archives: target/niche marketing
Going global: How serving expats boosts business
The world population is becoming increasingly global and mobile — from immigrants to expatriates to digital nomads who work anywhere with Wi-Fi. Because I live in Lebanon, a country with a...
Don’t mistake taking action for moving toward your goals
As a financial advisor, you know the crucial long-term difference between spending versus investing. But what about spending your time casting a wide net versus investing your time with the...
Are you asking yourself the right questions to succeed?
The fastest way to grow your financial planning or insurance business is to get clear about what you want and how you want to get there. Here are the questions you...
How to genuinely upgrade your market
I have tried and failed many times. When I joined the insurance industry at the end of 2016, I had just turned 24. I had no money, no network and...
5 rules of HNW cultivation
Making friends within the high-net-worth (HNW) community isn’t as easy as making friends at the school playground. It gets more complex as we get older, but it’s not impossible. You...
How to find all the clients you want
You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best...
Using a consistent, fact-based approach to explaining pensions
Michael Paul Hosford opens each client meeting by showing his birth certificate, which has asterisks where his dad’s name is supposed to be (now in his late 30s, Hosford only...
2 target market myths
With a passion for photography and a previous career in education, Scott Roger Lebin, RFC, CWS, would seem to be an unlikely match for the physician market. When you dig...
