It’s usually not long into a financial advisor coaching engagement until questions start to come up about marketing, whether or not to use email and how to make sure it gets delivered. So, let’s dig in a little and take a closer look at how to make it...
Creating a “killer website” sounds important, and it sounds like it could be really edgy and expensive. But it doesn’t have to be. What it does need is to be clear. We recently rebuilt think-legacy.com and wanted to share with you why we did it, how we did it and what...
When it comes to becoming referable, advisors have had mixed success through the years. That’s why we were pleased to be able to have Todd share some time on the Becoming Referable podcast. Check it out here.
When you meet clients, some of them will disagree with you and you’ll have to handle objections. Some will push back. They will object and they will procrastinate. However, the worst of all objections is when you get all the positive indicators. The other person...
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