Financial Advisor Marketing Strategies, Tips, and Articles.

Business Lessons From The Little Dragon

“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” — Bruce Lee

How focused are your personal efforts within your financial practice?

Take a moment to figure out what you want:

Is it a higher number of high quality clients?
Or more time for yourself?
What about longer-lasting client relationships?
Regardless of which combination of the above you want, it all takes work. Everything comes down to a series of the right tasks.

And here’s the newsflash: there are many tasks you should not be doing yourself.

Why Advisors Need to Invest In Video

Attention–it’s limited. And when it comes to your website, you only have a few seconds to grab a prospect’s attention before they get interrupted by the torrent of notifications, emails, texts, and other messages rushing their way.

What addition can you make to your online marketing toolkit that would be powerful enough to make people stop and take notice?

4 Things You Can Do To Attract UHNW Prospects

Ultra-high-net-worth investors offer great promise to ambitious advisors: challenging work, increased revenue, and the promise of a deep pool of referrals. However, they’re also finicky, expensive, and difficult clients to serve well and keep happy. There are also no shortcuts to building a successful practice with these clients. Successfully attracting UHNW investors takes commitment, time, patience, and discretion.

Here are 4 things you can do to attract UHNW investors.

3 Ways to Connect With And Engage Your Clients’ Children

If you work with high net worth clients, you’re hopefully thinking ahead about how to retain those assets when their children eventually inherit. If you’re not, you should be. You’ve probably seen this statistic thrown around: 90-95% of heirs will choose another advisor after inheriting wealth.

Think about what that represents: lost revenue, lost time replacing the client, and the expense of replacing that relationship. Building relationships with the next generation now will help improve your chances of keeping those assets when they transition. If you’re not actively engaging with your clients’ children, grandchildren, or heirs, you’re losing the opportunity to provide excellent advice across generations.

Here are some ways that you can engage and connect with your clients’ children:

What Advisors Can Learn From Warren Buffet’s Annual Letter

Warren Buffett is famed for his investment wisdom and folksy life advice and we really enjoy reading his annual letter to shareholders of Berkshire Hathaway. In the 2013 letter, he doesn’t stray far from his usual buy-and-hold and diversification strategies, but we picked out a few gems that we believe financial advisors should take to heart.

4 Lessons Advisors Can Learn From March Madness

Selection Sunday is behind us and March Madness has begun! During the coming weeks, 68 teams will compete for college basketball’s biggest prize. Even if you’re not a college basketball fan, there are valuable business lessons you can learn from March Madness.

Effective sports franchises, like effective companies, strictly adhere to strategies that will increase their chances of success.

Here are four lessons from March Madness that can help you run a better practice.

10 Things That Are Wrong With Your Website

You may have a serious roadblock preventing you from getting new business: Your website. For many prospects, their first exposure to you will be through your website.

Below are 10 common website mistakes that are slowing down the flow of new clients into many advisor’s practices.

Don’t let these problems go unsolved.

3 Quick Ways to Improve Your LinkedIn Profile

You’re likely past the point where you need an explanation of what LinkedIn is or how it has come to benefit professionals in and out of the financial industry.

The purpose of this article is to give you several quick and easy tips you can use today to start improving your presence on LinkedIn.

5 Things Financial Advisers Can Learn From The Oscars

Did you watch the 86th Academy Awards ceremony? Whether you’re an occasional theatergoer or an impassioned movie buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.

Here are 5 lessons financial advisers can learn from the film industry’s most prestigious honor.

Are You Worth It?

If you want to get more referrals, you have to make yourself worth referring. You, your practice, and the value you deliver need to be worth talking about. This doesn’t happen by chance.

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