August 16, 2023
6 Questions for Financial Advisors to Ask Clients to Build Trust and Loyalty
A Morningstar survey of clients who had recently fired their financial advisors found that 32% cited the quality of financial advice or services, and 21% said it was due to the quality of their relationship with their advisor. Another study on the topic revealed that 72% of clients cited lack of communication as a major […]
August 8, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
August 1, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
July 26, 2023
Webinars for Financial Advisors: X Ways to Generate Leads with Free Webinars
Webinars for financial advisors are a great tool for generating and converting leads for your practice. The low cost, convenient format gives you an opportunity to showcase your expertise and build trust with potential clients. Let’s take a look at why webinars can be such effective marketing tools for financial advisors and how you can […]
July 25, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
July 19, 2023
The 3 Best Time Tracking Tools for Financial Advisors
On average, financial advisors spend about 43 hours a week working, but only about half of those hours are spent on client-related activities like meetings and client servicing tasks. Interestingly, even advisors with a staff to support them still end up spending about half of their time on direct client activity. The rest is spent […]
July 18, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
July 5, 2023
4 Ways to Automate Marketing Strategies for Financial Advisors
Marketing strategies for financial advisors can be tough. In such a relationship-centered industry, every minute you spend marketing is a minute you aren’t spending strengthening your relationship with an existing client. You’re constantly walking the fine line between advertising your value to new potential clients and delivering that value to current clients. With how hands-on […]
July 3, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
June 28, 2023
4 Tips for Effective Cold Emails for Financial Advisors
Across all industries, only about 24% of cold emails ever get opened and even fewer get a response or a click-through to the landing page. That’s why advisors are always looking for ways to streamline and automate the process. Because cold emails can generate leads, but they’re only cost-efficient if you can spend as little […]
