“Hi, is this Mr. Baer?” The voice on the other end of the phone almost sounded as if she was apologizing in advance for what she was about to say next. “My name is Sarah. I’m a recent Oberlin graduate, and I was wondering if you had a few minutes to talk.” “Of course,” I […]

If there’s one mistake that new (and sometimes even established) financial advisors make, it’s this: failing to develop a clear vision of an ideal client. Too often we think our service offerings are “for everyone.” And while it might be true that everyone could use your help, it’s simply not possible for you and your […]

If you’re a Financial Advisor, chances are good that your lead generation is stuck in the past. Like most in your industry, your days are probably filled with local networking events, seminars, and coffee meetings. But the internet and the critical role of social media in our daily lives has given rise to a whole […]

You know those charming insurance commercials where the agent is portrayed as a pillar of the community, always on hand when a problem arises. Unfortunately, the general public’s perception of insurance professionals is somewhat different. Many Americans see agents more like car salesmen than individuals who are in the business of helping others. And when […]

If you are struggling to bring in new clients to your financial advising practice, chances are the answer lies in your marketing plan. For most financial advisors, marketing seems to be an afterthought. And concerns over compliance always seem to get in the way. But without effective marketing, you’ll need to resort to the manual […]