There are many marketing initiatives you can implement on your own that that will likely work. Here are some suggestions.

There are five reasons why prospects decide to choose someone else.

I meet many advisors who prioritize work over family and productivity over relationships. There’s a better way.

The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…

Do we have to sit around and hope Alzheimer’s doesn’t afflict us, or can we do anything to skew the odds in our favor?

I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.

What is social death, and how can you harness it in your marketing?

Few of us would sacrifice happiness at the altar of wealth. Financial advisors who add immeasurable value to their clients are focused on both.

Advisors aren’t trained to be integrated life/wealth coaches. The temptation may be to embrace the life coach label and volunteer advice outside these constraints.

No advisor would dream of engaging in the kind of behavior that occurred at Purdue University in early December.

I learned a lot in 2022. Here were my biggest epiphanies.

Here’s a worthy goal to contemplate for 2023: Reduce stress and anxiety in your life, especially from family. The benefits of achieving this goal are significant.

I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.

Over the years, clients have told me what resonated when I spoke to them. But there have been three situations that go beyond my expertise and ability to be helpful.

One of the most emotional topics I discuss with advisors – male or female – is about appropriate dress. This was evident in a recent conversation with an advisor who tried to look “cool.”

I’ve uncovered these false assumptions that may cause you to waste your marketing budget.

Creating or refreshing your website is a serious financial commitment. Here are some insights your website designer might not be eager to share with you.

Here are three ways you can add value in the context of insurance issues.

I’ve learned from experience what it takes to mount a successful marketing campaign. Here are some observations.

It’s time to take a fresh look at advisor meetings.

There’s a dark side to the traditional Thanksgiving dinner.

There’s a lot of misinformation about soliciting reviews from clients.

Most compliance officers are well-intentioned, competent professionals who perform a valuable function for the investment advisory community. Then there are the exceptions.

Your inability to recognize the biases you have prevents you from managing a more successful practice.

I know more about certain parts of your practice: How to align your goals with your money; how to live an “amazing” life; parenting advice and other “life coaching” tips.

I posted the job requirements on a popular website for experienced writers, listed my requirements and waited for the responses. You can learn a lot from my experience.

Don’t bother to seek out advice for how to give a killer presentation. Much of what you’ll hear is dead wrong.

Rarely is a book published that fundamentally changes the way you think. Running Remote, by Liam Martin and Rob Rawson, fit into this category.

There are serious, well-documented mental health issues suffered by financial advisors that have been exacerbated by the pandemic.

I finally cracked the SEO code, but it wasn’t easy.

Many advisors don’t see the benefit of integrating their marketing. This failure results in significant lost opportunity, improper focus and a waste of marketing dollars.

The first step after winning the lottery is to assemble a team of trusted advisors.

I’m fortunate to have many people in my life who are acutely self-aware. They are thoughtful, kind, sensitive and nurturing. Yet, I routinely encounter someone who is clueless.

Based on my anecdotal experience, I’ve come to the reluctant conclusion that many advisors are clueless about what it means to be a fiduciary.

Why is persuasion so difficult?

You don’t want someone with narcissistic personality traits managing an active mutual fund.

I assume that we know when we are engaged in efforts to mislead. But what if that premise is false? What if we believe our lies?

Many RIAs fall short of the obligations of a fiduciary, particularly with respect to how their fees are paid. A day of reckoning (lawsuits) is only a matter of time.

Persuading prospects to engage in financial planning is a struggle. Even when this obstacle is overcome, convincing them to implement the plan can be equally daunting.

It came as a surprise when I found the annual report of the New Zealand SuperFund. While no one could fault it for sticking with passive investments, it chose a different path, with stunning results.

Why would I work to increase the profile of an active fund manager? My reasons reflect the increasing pressure on advisors to differentiate themselves and demonstrate value.

Here are the major takeaways from my two decades research into how advisors can more effectively work with prospects and clients.

I’m often asked for my view of training programs generally and those that teach advisors how to structure questions so they lead to a particular result.

While some continuous-care retirement communities (CCRCs) deliver on their promises, others don’t.

Every advisor will agree with the goal of giving their clients peace of mind. But there’s mounting evidence few actually do. Why is that?

I understand why some advisors won’t achieve the success they deserve.

You can have a transformative impact by simply asking the right question. Here are two examples based on my personal experience.

Being competitive with salaries, providing flexibility in the workplace with a work-life balance, providing stock and profit sharing, and giving employees the environment they desire are the traditional keys to retaining great team members. But that’s not enough.

You’re often asked for your opinion on matters within and outside your core competence. It’s tempting to respond with confidence and authority. But doing so reflects an absence of what I call the “H factor.”

Many of you are struggling to decide whether you should breakaway and form your own RIA. I confronted the same decision many years ago. Here’s my story.