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Thursday
Jan172019
Thu, January 17 Why custom content is so important to your marketing
Trying to save time by buying mass-produced marketing messages will backfire.
Thu, January 17 Thursday
Jan102019
Thu, January 10 Funding contentment and the Geometry of Wealth – Brian Portnoy on the Becoming Referable podcast
Purpose driven financial planning expressed in three shapes. And the conversations you can build around it for a more productive client experience.
Friday
Jan042019
Fri, January 4 Why the difference between your ideal client characteristics and acceptance criteria is important
Why a target market description that sounds like “successful corporate executives who are delegators and appreciate the value of advice and have at least $500,000 to invest” is a problem.
Thursday
Dec202018
Thu, December 20 What were your accomplishments this year?
Consider the positive outcomes that may not have been planned. Maybe one should be a goal for next year. Maybe it should just be celebrated.
Friday
Dec142018
Fri, December 14 Talk triggers are the secret to being referable – Jay Baer on the Becoming referable podcast
Word of mouth marketing is not based in simple good service. It is a strategy of including something in your service that is designed to get them talking.
Thursday
Dec062018
Thu, December 6 The Difference That Makes a Strategic Plan
How well does your strategic plan describe the differences you want to bring about in your firm?
Thursday
Nov292018
Thu, November 29 Differentiating yourself by doing marketing – Megan Carpenter on the Becoming Referable podcast
The average advisor spends a tiny fraction of the proportion of their budget than most businesses, even most financial companies. Here are some of the basics to put a plan together that works.
Thursday
Nov152018
Thu, November 15 The power of a referral marketing system – Danilo Kawasaki on the becoming referable podcast
Find out how a well designed referral system brings a consistent stream of referrals to this firm’s advisors every week.
Thursday
Nov082018
Thu, November 8 A communication guide for the market downturn
At some point, a market decline will be here and disrupt your client relationships. Planning your communication strategy now can help maintain your relationships.
Thursday
Nov012018
Thu, November 1 Getting clients to follow your advice – Moira Somers on the becoming referable podcast
There’s more to a successful financial advisory relationship than providing good advice. For the relationship to be successful, clients must act on that advice. Today on the Becoming Referable podcast, Dr. Moira Somers helps us dive into the clients’ heads to understand what goes into acting on that advice – or not.
