Financial professionals should be using technology to help their clients faster and with more precision. Financial advisors and agents need these software programs to manage relationships, nurture prospects, and create financial plans. The following tools can improve your interactions with clients along with the effectiveness of your business. 

We have all experienced that momentary panic when we can’t find our glasses, our keys, or our cellphones. It’s usually when we’re in a hurry, like when someone is honking in the driveway, or you are running late for an appointment. When the pressure’s on in some way, your heart rate increases, your cortisol and adrenaline surge, your palms get sweaty and you feel, just for a second, like you might explode.

Do you consider yourself to be a serious professional? Are you serious about the way you conduct business with your prospects and clients? When, where, and how you conduct your business speaks volumes to your ideal prospects. 

There are several important things to remember when meeting with prospects. We could probably go on and on about what is important, but there are certain things we feel are most crucial to remember when meeting with prospects. We coach financial professionals on these processes on a daily basis which allows them to have more successful appointments and ultimately, more successful practices.

You have decided that you're serious about your business, and your career in the financial services industry is not one you take lightly. You're going to stop making house calls and start meeting people in a professional office environment. You are choosing to control their experience and to make it memorable. Where do you start?

Over the course of the past 10 to 15 years many designations have come and gone. Many were merely alphabet soup behind the person’s name and had little to no value or legitimacy. Several financial advisors have tried to recreate themselves with self-appointed designations that would somehow differentiate them from the rest of the industry or their local competition. Unfortunately, that tactic doesn’t work.

Before we dive into this topic, let me ask you, how do you currently build trust with your prospects and clients? Financial advisors have many different answers and methods to create trust. Is any one way better than another?

Whether traveling by train, plane, or cruise ship, you usually have a choice: Pay the fare for a coach ticket and receive the coach experience or spring for the first class ticket. There’s most likely an enhanced experience that comes with paying the premium price for a first class ticket. What is it worth to the purchaser of the ticket, and what does it really cost the carrier?

There are a few things your prospects need to hear you say to make them feel comfortable with working with you and following your process. These statements will make a positive impression and experience for your prospects. Your words must be backed by action and should be part of your consistent process.

Your website is a very important tool in your marketing strategy. It is most likely the first place someone checks before they even do business with you, so it’s important that your website is designed well. It should explain how you and your business can help clients reach their financial goals. Here are five tips for designing or re-designing your financial services website.