Blog

While you need some decent technology to efficiently work from home (WFH), the most important piece of equipment you need to succeed is you. All the technology in the world won’t help you adjust to working from home if you don’t know how to handle it mentally. As an advisor, you’re probably the type of person who enjoys meeting new people and talking to clients, so sitting at home alone with a laptop can be a struggle. If you want to succeed (and maintain your sanity) while you work from home, you have to set the right schedule, priorities, and mindset for your workday. WFH is a fine art that about half of our team practices daily, so we’ve asked them to share some of their best tips for working from home.

Continue Reading

Our team at LMG works with advisors across the country, and about half of our team works remotely. We’ve been holding virtual meetings since before they were cool, so we thought we’d share some of our best practices for staying connected with clients digitally. If you want to optimize your digital presence and maintain personal connections while you WFH, read our tips in this blog.

Continue Reading

I have advisors tell me all the time, “I mainly get my business from referrals, so my website isn’t all that important.” They think the job of their website is to attract strangers browsing the internet, and since most of their business comes from people who recommend them, not strangers, it doesn’t matter.

They’re right in thinking most of their business comes from referrals—that will always be the dominant marketing strategy for financial advisors because of what’s at stake. When someone is looking for an expert to help them maximize and protect what they’ve worked for all their lives and make sure they’ll be financially secure no matter what, it’s not a decision they make lightly. That’s why most people don’t start by Googling to find a stranger, they start by asking people they know and trust, “Who’s your financial advisor?”

Continue Reading

Any time I work with a new client, I ask them this question:

If I ran into you somewhere and I asked you, “What do you do for a living?”—what would you say?

Ninety-nine percent of the time, I get a long groan and a reluctant answer—in some cases, I hear a solid elevator pitch—but usually also a groan.

Continue Reading

These days, a website is one of the most crucial elements an advisor can have in their digital presence arsenal. A website is where you can share your story, where you can host relevant and interesting articles and news, how you can make it easy for your clients to access their accounts and to ensure there’s a way for people to get in touch. Keep reading to learn more.

Continue Reading