Ideal Clients
Jan 23, 2012
A Script for Financial Advisors Who Want to Offer More Comprehensive Services
Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...
Jan 04, 2012
How to Earn Trust – Tell Your Potential Clients the Whole Truth Up Front
When talking with a potential client, a financial advisor needs to clearly reveal his or her profile of an ideal client, even the amount of financial assets required in order to qualify as one. read more...
Jan 02, 2012
How Financial Advisors Can Focus on Ideal Clients and Filter Out the Rest
Review these blogs for tips on identifying your ideal client. read more...
Dec 28, 2011
The Top Ten Questions Clients Ask Financial Advisors and How to Answer Them
Learn simple answers for three of the top ten pivotal questions that potential clients have. read more...
Dec 12, 2011
How Trusted Advisors “Get It” So Their Clients Feel Understood
Walking in your clients’ shoes and defining how you solve their problems will make you trusted as a financial advisor. read more...
Jul 22, 2011
Key Financial Plans Essential to your Best-in-Class Deliverables Team
Imagine how building a Best-In-Class team of experts would positively contribute to a growing client base and thriving business. read more...
Mar 19, 2011
A Day Without Sunshine is Like, Night
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most? read more...
Aug 20, 2010
Do Not Expect the Media to Describe Your Value
Doing an adequate job of describing your value and distinguishing between what makes you a different type of financial advisor and the services you provide is better than leaving it up to the media to drive your ideal client to you. read more...
Aug 10, 2010
Politely Disengaging
How does an advisor disengage from non-ideal clients when transitioning to a select group of ideal clients receiving comprehensive services? read more...
Mar 23, 2010
Complete the “Mental Shift”
How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...
Mar 16, 2010
A Lesson in “Missing the Point”
In the financial services industry, it’s easy to miss the simple things which Ideal Clients value the most. To address their greatest values, use a process that orchestrates all the people in your Ideal Client’s financial life. read more...
Mar 08, 2010
Strangely, Most Experts Avoid Recommendations
Do your Subject Matter Experts provide recommendations, or do they give skilled advice and general (non-specific) counsel? read more...
