Top Tips on Modern Marketing, Sales and Driving Growth
Stephanie Bogan
High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
Something Old: Reframing the Way You Think About Sales
There’s a lot I loved about this conversation with Patrick Brewer, CFA on this episode of the Model FA podcast, but what I want to focus on is unwinding the way advisors have typically thought about sales. When you’re sitting in your office thinking, “I don’t want to be a smarmy salesman, so I’m not going to do anything at all,” you’re not just costing yourself business. You’re costing the folks who could really benefit from the work you do to miss out on the help you could offer them. It’s time to change your mindset.
Something New: Kitces on the Evolution of the Client Lifecycle
Did you miss my good friend, client, and industry legend Michael Kitces dropping knowledge bombs during last week’s Summer Series session, Reimagine the Client Lifecycle to Drive Growth: Prospecting, Client Service & the Financial Planning Model? We covered the evolution our industry has undergone over the past few decades, from advisors pounding the pavement to prospect new business to a more holistic, service-based approach to financial advice, which requires a new, modern, intentional approach to both business development and client service.
There’s just one more live session to go, and it’s a good one: Angie Herbers and Penny Phillips are joining me Tuesday, 8/29, to talk about how to attract, retain, and grow talent. Register below to be a part of the conversation (you’ll also receive all four Summer Series recordings at the end of the month!).
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Something Borrowed: A Five-Part Marketing Plan for Financial Advisors
Our marketing partner, Intention.ly , recently joined forces with AdvisorEngine to put together this five-part series on marketing for financial advisors. Published in AdvisorEngine’s Action! magazine, each article in the collection details an essential step in the marketing plan process, offering foundational, tactical and strategic resources to help you accelerate your growth journey. Check out part one, Business goals and key performance indicators, below!
Something Better You: How to Build a $1M/100 Day Off Practice (and a Life You Love)
Our XYPNLive pre-conference workshop is coming up fast! Join me and Adam Cmejla, CFP? for a full day of mindset-shifting, game-changing, goal-crushing strategies, proven processes and growth hacks to help you build a hyper-efficient practice and spend your time doing the energy-creating work you love. Sign up to be a part of it all on September 18. (Can’t make the conference early? You can also catch me and Adam on Thursday morning, 9/21, for Mastering Client Service Models: Strategies for Defining and Delivering Services Consistently, Efficiently, and Profitably)
To a no limits Summer!