A recent industry whitepaper (“Rebuild Your Marketing Muscle,” Orion Advisor Tech) found that majority of AUM growth for financial firms and their advisors alike is primarily driven either by mergers ...

Life would be so much easier if our clients did our prospecting for us. Years ago, I was introduced by a current client to a business owner who handed me her statements and said: “I have been told you ...

Effective prospecting is crucial for financial advisors aiming to expand their client base. There are a number of prospecting strategies for financial advisors to try, such as leveraging personal and ...

Bill: Emma, imagine me, coffee in hand, feet up, chatting on the phone. Does that scream “prospecting” to you? Emma: Not unless you’re selling recliners. What’s your point? Bill: Word-of-mouth ...