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How impressive is your onboarding process? Is it a next-level, raving-fan-worthy experience? If not, you’re probably missing out on referral opportunities, and our latest article is for you! You’ll learn:

• Why the first 6 months of the client relationship are pivotal to your relationship and referability
• How welcome packets and gifts play a key part in the referral-generation process
• What other top advisors are doing to “wow” clients during the onboarding phase

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Spending time with your clients outside the business—is it excessive? Or fun? Insincere? Most importantly… Is it worth it? Some advisors consider their clients good friends and love the chance to socialize with them; others like to draw a clear line between professional and personal relationships. But here’s the thing—your business is inherently personal, and […]

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Your headshot—in most cases, it’s the first image of your face that prospects will see. That in and of itself makes it a pretty big deal. And yet, plenty of advisors put off updating their headshot because it’s a hassle, they don’t realize they need to, or they just don’t like having their picture taken. […]

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Financial advising is and always will be a highly personal business, and because of that, the best marketing strategies are ones that make your clients feel like they know you, you know them, and you care about them as a person—and one great way to foster that feeling is by giving them gifts. Some advisors […]

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At LMG, our team is constantly looking for ways to up our game, wow our clients, and provide next-level creativity that elicits stunning brands and marketing tools for our clients. We strive for excellence in everything we do, and we are proud to announce that this year, our agency was honored with four esteemed industry […]

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