VIRTUAL BACKGROUNDS IN ZOOM MEETINGS: FUN IMPROVEMENT OR AWKWARD DISTRACTION?
The Zoom-olution At the beginning of the covid shutdown, virtual meetings were a new experience for almost everyone. Zoom was a relatively unknown platform that lots of people didn’t understand how to use, and those who were used to meeting with clients in a formal office setting suddenly had to decide what the appropriate attire […]
CONGRATULATIONS TO OUR CLIENTS WHO WERE NAMED TO FORBES’ LIST OF TOP 100 FINANCIAL SECURITY PROFESSIONALS!
Congratulations to Our Clients who were named to Forbes’ list of Top 100 financial Security Professionals! We are excited to share that 27 of our clients were recently named to Forbes’ 2023 list of Top 100 Financial Security Professionals! This recognition is an incredible honor, and we feel so blessed to work with these […]
CONGRATULATIONS TO OUR CLIENTS WHO MADE THE FORBES LIST OF BEST-IN-STATE FINANCIAL SECURITY PROFESSIONALS FOR 2023!
Congratulations to Our Clients who made the Forbes list of Best-In-State Financial Security Professionals for 2023! We are excited to congratulate our clients who were just named by Forbes as Best-In-State Financial Security Professionals for 2023! This is an incredible achievement, and we’re honored to work with advisors who aim for excellence in everything […]
AWARD MARKETING FOR ADVISORS: IS IT WORTH IT?
Does award marketing move the needle? We often get questions from advisors about whether they should be applying for awards, or if they win awards, whether they should promote them. After all, it takes substantial time, energy, and money to apply for multiple industry awards—and you don’t want those efforts to go to waste. So […]
Dusting Off the Client Files: How to Re-engage With Lower Level Clients
When it comes to advisor marketing, the most effective (and typically the most enjoyable) way to grow is by building and strengthening relationships—and this holds true for your C-level clients just as it does your A-level folks. This segment of clients (those who engage you only for a specific service but not full-fledged planning or may have “fallen off the radar” for other reasons) represent an incredible opportunity for growth in your practice. They are your low-hanging fruit—they already know, like, and trust you on some level, so you’re a step ahead of the game when it comes to growing their relationship with you.
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