The best social media for financial firms
More than half of the world currently uses social media (62.3%). 5.04 billion people around the world now use social media, with 266 million new users coming online within the last year.What’s more: The average daily time spent using social media is 2h 23m! How can financial firms leverage social media for branding, client acquisition, business development and marketing? Which social media is best for financial firms? Linkedin or Facebook? What is the best social media content strategy for financial firms, especially with so much compliance and regulations?
Top Business Coach for RIAs, Wealth Managers and Financial Professionals
Business coaching for financial advisors and wealth management firms offers benefits such as business plan development, time efficiency, growth facilitation, regulatory guidance, process implementation, and marketing strategy refinement. Tailored coaching programs focus on business analysis, custom solutions, proven strategies, experienced coaches, and ongoing support to ensure progress and goal achievement.
Best Sales Training Coach for Financial and Legal Firms
You may know your sales skills need brushing up, but a book on sales isn’t cutting it. The best strategy, in our opinion, is to partner with a sales coach who can build a customized, not cookie-cutter approach, to your personality. Whether you’re an introvert or an extrovert, whether your firm is a law firm focused on divorced, a CPA firm focused on the fashion industry, or a financial advisor focused on dentists, a top sales trainer and coach should be able to help you build accountability and metrics, closing skills, soft skills and more.
The importance of SEO for financial advisors and financial services firms
Elevate your online presence and attract high-quality leads as a top financial advisor with Select Advisors Institute. Discover the power of SEO strategies tailored for financial services and position yourself for success in the competitive digital landscape. Partner with industry experts to optimize your visibility, drive organic traffic, and establish credibility among your target audience. Unlock the potential of SEO with Select Advisors Institute as your trusted marketing agency.
The Best Sales Training Approach for Financial Advisors: As seen in Kitces
Read our latest white paper published on the Michael Kitces website. Sales training programs should be designed around an advisor’s specific personality type. Learn about the three Consultative Sales Personalities our firm has identified, and specific strategies each of those personality types can employ to turn your unique challenges into business development advantages.
Sales Coaching and Sales Training for Financial Firms
What are the secrets to effective sales coaching and performance management? Learn with our comprehensive guide. Discover tailored approaches for prospecting, converting leads, and closing sales, while fostering a culture of continuous learning. Elevate your sales team's success with personalized coaching strategies that drive sustainable growth in today's dynamic marketplace.
Liquid Death: A Case Study on Branding Water
A branding case study on turning a mundane product or service into a rebellious, heavy metal-inspired brand that resonates with consumers. Dive into this fascinating case study and uncover the power of daring to be different, embracing authenticity, and disrupting traditional marketing norms, and learn lessons on applying it to your financial, legal or accounting practice.
The benefits of an Outsourced Chief Marketing Officer (CMO) for financial firms
For financial firms seeking to enhance their marketing strategies and achieve business success, outsourcing a CMO offers numerous benefits. From cost-effectiveness and access to expertise, to scalability and the ability to stay current with marketing trends, partnering with an outsourced CMO can be a game-changer.
Are You Too "Busy" to Grow?
Top Sales Training Program for RIAs and Financial Firms
How advisers can make referrals their most effective tool for growth
Six ways to get more referrals from your financial advisory clients
Building a strong relationship with your clients beyond managing their money and speaking about their finances can be one of the most critical components to growing your practice.
Small gestures of appreciation can have a significant impact. By sending anniversary emails, hosting client-specific events, encouraging social media connections, producing monthly video updates, organizing webinars and educational events, and sharing regular newsletters, you can maintain a more robust connection with your clients without much hassle. These efforts show you care and help your clients trust you more, keeping them loyal to you over the long-term.
Who are the 300 members of Augusta Golf Club?
How to improve the quality of your client referrals received
This blog post explores the importance of improving referral quality for financial advisors. While receiving referrals is typically viewed positively, advisors often encounter referrals that don't align with their target client profile or fail to convert into actual clients. The post highlights three key factors contributing to this issue. Firstly, the lack of clarity on the advisor's niche market, emphasizing the need for a specific and well-defined ideal client. Secondly, referrals driven by niceness rather than suitability, necessitating client education on making appropriate referrals. Lastly, the importance of strong sales coaching and consultative skills to effectively convert referrals into clients. Addressing these factors can optimize referral processes, attract ideal clients, and foster business growth.
The Best Social Media Strategy for Financial Planners and Financial Advisors
More than half of the world currently uses social media (62.3%). 5.04 billion people around the world now use social media, with 266 million new users coming online within the last year.What’s more: The average daily time spent using social media is 2h 23m! So how can financial advisors and financial planners maximize their social media marketing strategy so they can better engage with their clients and find new prospects? This article goes into some strategies and methods!
Conquering the Cocktail Party: Six Steps for Effortless Mingling
Networking is crucial for career development and business growth. Mastering networking skills leads to valuable connections and opportunities. Strategies include making connections during introductions, confidently approaching groups, excelling at small talk, avoiding controversial topics, and knowing when to move on.
Use Gamification with Your Clients and Team for More Growth
Gamification is a powerful tool that can enhance performance and growth in finance, law, and accounting. By applying game mechanics to non-game contexts, it drives engagement and motivation. This article highlights the benefits of gamification and offers five strategies for financial and legal professionals to implement. These strategies include referral contests, financial education quizzes, thought leadership contests, and more. Gamification can increase engagement, improve knowledge retention, foster collaboration, provide real-time feedback, and support continuous learning and development. By embracing gamification, professionals can create an exciting and dynamic workplace culture while empowering their teams to succeed.
Why now is the most crucial time for advisors to send out a Net Promoter Score (NPS) Survey
Best questions to ask your team during your sales/pipeline review meetings
Managing a sales team, or developing a new one, can be frustrating, especially if you don’t know how to best coach your team around sales to develop their pipeline. In this article, we’ve outlined 10 questions to help shape your meetings for better outcome. Learn why we are the best sales training firm for advisory firms and wealth management RIAs