Colors have different meanings around the world. Take yellow for example: It can mean energy, happiness, cowardice or even hopefulness. It depends where you are and what the attitudes are. Everyone has different associations and experiences with color.

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?

If you are not currently using videos to promote your financial services business, you could be missing the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, those stats alone should prompt you to use video marketing for your firm. So how do you get started?

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?

The proper discovery process when dealing with a prospect holds significant importance in the overall sales cycle – and ultimately leads to success. As a financial professional, a foundational aspect of your business is to uncover financial problems that your prospects and clients may actually have (or their perceived problems) and it is your mission to help solve many of these financial issues.

Communication is an interesting topic. Many of us seem to think that communication is all about how we connect with each other through the use of our words and our vocabulary. But unfortunately it’s a little more complex than that. You need to consider what your body language tells your prospects and clients when you are communicating with them.

Updated: Nov 2020

Do you stop prospecting during the holiday season? While you're putting your efforts on hold for two months, you're missing the opportunity to remind prospects that you can help them when they are ready to make financial decisions. This can create a domino effect of cascading problems.

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.

When it comes to workshops and seminars, everything matters. And I do mean everything. Too many times financial advisors think that if they just show up and dazzle people with their intelligence, then those in attendance will want to meet with them. Unfortunately, that could not be farther from the truth. 

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.