14 Minutes. $2 Million in AUM. The Estate Plan Review Most Advisors Won’t Run.
A DIY couple. A $14,000 college account. One review the advisor almost skipped because he assumed it would take too long. Here’s what 14 minutes actually unlocked — and why the math most advisors do in their head is costing them real money. The couple sat across from their advisor and said the sentence that ends most planning conversations […]
Run Your Plan, Don’t Just Write It: The Business Plan You’ll Actually Execute
Most financial professionals don’t have a motivation problem. They have a traction problem. Because writing a plan and running a plan are two completely different experiences. One feels productive. The other creates results. And if we’re being honest, too many plans never make it off the “starting blocks.” Not because you’re not capable. Because the year starts fast… and the plan disappears. If you’ve ever looked up in March and thought, “How […]
4 Easy Ways to Stay Connected With Your Clients This Summer
Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are taking a much-needed break from the stressors of life, it can make it a difficult time for financial professionals to […]
The Importance of a Strong Call To Action
The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will help you create a compelling CTA to convert leads into customers. Why You Need a […]