Late payments have long been one of the biggest frustrations for small businesses. They cost jobs. They force healthy businesses to close. They stop businesses from meeting their own commitments, like paying their people. They cause any number of sleepless nights and serious mental health consequences as people running small businesses are forced to juggle […]

Financial advisors often approach discovery meetings with prospects as an opportunity to ‘sell’ the value of the financial planning services they provide. This is often done by having the advisor learn about the prospect’s needs and show the prospect how the advisor can help them achieve their financial goals, ideally motivating the prospect to sign […]

Anthony Martin, founder and CEO of Choice Mutual says: “The relationship between our mindset and how we handle money is exciting! Your beliefs, attitudes, and behaviours towards money can affect your financial health. If you take the proper steps – acquiring sound financial education, building healthy financial habits, cultivating a sense of abundance, and focusing […]

Welcome back to the 326th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What’s unique about Erica, […]

When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand […]

We recently sat down with Reckon’s general manager of marketing, Brad Stevens, to chat about creating a marketing plan, core considerations, the hierarchy of marketing activity and what small businesses should be thinking about. 1) Hey Brad, what kind of background did you come from and what instilled such a passion for marketing? My career […]

It’s safe to say that artificial intelligence (AI) is now part of common language and everyday life. But while we’ve all heard of the term, not everyone really knows what it is or how to use it (or rather, whether it can be useful for them).  Believe it or not, the term ‘artificial intelligence’ has […]

If you’re looking to grow your business and attract new clients, you need to sharpen your digital marketing sword. Plodding along without a digital marketing strategy will not bear much fruit in 2023. So, if you want to float not flounder, let’s jump into the primary modes of digital marketing and some strategies you can […]

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed “It’s Gotta Be A CFP”, following its transition to a 501(c)(6) organization. In a change from previous campaigns, the first ad directly recommends that […]

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession. But for many advisors, the process of articulating their philosophies about financial advice and what it is the advisor stands for can be much more challenging than learning the technical aspects […]