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Summary: Advisor Mike Perry likes to tell his clients about one another: not to satisfy prurient curiosity — and not, of course, as a testimonial — but to show how a particular planning strategy worked for someone else in the past.
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Summary: Every financial advisor needs to have a sharp marketing message in order to attract new clients. The strongest message can emerge from a relatable narrative that portrays you as the guide who provides your clients with the tools they need to solve their money woes.
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Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
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Summary: President Barack Obama singled out Sheryl Garrett as an adviser who puts clients' interests first in his speech Monday that backed tougher investment-advice standards for brokers who handle retirement plans.
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Summary: As a financial advisor, how do you develop trust with a prospective client and within your organization? We regularly survey our clients and ask: What is the most important thing that makes you stay with us?
