Prospecting for HNW Women
Advisors: Who’s Going To Eat Your Lunch This Year?
Hard to believe we’re almost two months into 2021? This means that you only have 10 months to make it your best year ever. But don’t panic – you have plenty of time to make this a winning year. Like most advisors, you probably started the year by making plans to improve and even grow…
Read MoreInvest(in)Her and She’ll Invest With You
It’s a new year and while Covid-19 restrictions continue to shape how we do business – some things never change. The fact that you carry on serving existing clients and continue to sign-up new clients is a given. Something else that hasn’t changed is that women with money are still your best bet for growing…
Read MoreYou Can’t Just Teach Bias Away
There is little question that 2020 was a bad year – the pandemic wreaked havoc worldwide, drove healthcare systems to the breaking point and served to highlight pervasive social inequities, with women and minorities bearing the brunt. But even as the pandemic continues to rage, there is hope – vaccines are on their way, plans…
Read MoreWhy You Should Care About Kamala Harris’ Win
Let us be perfectly clear from the get-go, this is not an article about politics. It doesn’t matter where you stand politically – unless you have lived under a rock for the past two weeks, you cannot have avoided the news that Kamala Harris has become, for the first time in America history, the Vice…
Read MoreFinancial Advisors Could Be Closing 90% of Their Prospects
As a financial advisor, you wear many hats. Besides managing your clients’ finances, you have to stay in touch with them on a regular basis, keep up with managing money, stay on top of new regulations and, indeed, grow your practice. Social events are often a perfect opportunity to connect with people – but invariably…
Read MoreBefore Bragging That You Treat Women the Same as Men, Consider This…
Are you Guilty of Bias? Read this before you answer We likely can all agree that it’s been an interesting six months since our lives were derailed by Covid-19. Besides everything else, all of us had to rethink how to do business in isolation and under social distancing rules. Nevertheless, it is safe to assume…
Read MoreAre Your Conversations Winning or Losing You Clients?
What do you suppose people think when an advisor says, “I manage my clients’ wealth using a proprietary investment process that helps us manage risk using a strategic asset allocation decision model”. This advisor is successful. This is an advisor I want to work with. This advisor is appropriate for a client like me. I…
Read MoreIf Cold Calling Doesn’t Work With Women, What Does?
Are you still trying to build your practice by cold calling? Remember how it goes. Either you or an assistant pile through lists of phone numbers and start making calls that go something like, “Hi. My name is Steve M. and I’m with M & Associates Wealth Planning. We are looking to meet people who…
Read MoreIs This a Good Time for Financial Advisors to Prospect?
Prospecting is difficult at the best of times but during these unprecedented times, advisors are more conflicted than ever. Many of you are paralysed by your own stresses working from home, possibly sharing the house with a spouse and kids. Then there are those of you who simply can’t face the thought of reaching out…
Read MoreMarkets Are Tanking – What’s an Advisor to Do?
To paraphrase Rudyard Kipling “…. keep your head when all about you are losing theirs.” That is certainly apropos given the recent market mayhem. As a financial advisor, you know that the best action when markets tank is to take no action at all. But saying “stay the course – this too shall pass,” is…
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