Creating an Optimal Office Atmosphere

Creating an Optimal Office Atmosphere

Having a welcoming and inviting office atmosphere goes beyond just making sure your visiting clients and prospects feel comfortable. It defines how you and your staff are perceived and contributes to overall client satisfaction and retention. It can also affect the...
What is Lead Nurturing?

What is Lead Nurturing?

In my previous article in this series, Funnels for Financial Advisers: How to Create a Successful Lead Generation Process,  I talked about the steps to gather the information you need for leads. Now I would like to explain what to do with all of the information you...
How to Create a Successful Lead-Generation Process

How to Create a Successful Lead-Generation Process

In my previous article in this series on funnels for financial advisors, I talked about what is a lead and why they are important. Now you need the actionable steps to start gathering the information you need. There are two primary ways for lead generation. One is...
Where, Oh Where is my Calling List?

Where, Oh Where is my Calling List?

In my last article, Marketing Funnels for Financial Advisers, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling...
Marketing Funnels for Financial Advisors

Marketing Funnels for Financial Advisors

Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process. In this first part, I will define a...