If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! 
Your clients already expect you to be the expert in that area. So, what’s actually important to them? 

With many advisors advertising the same services, businesses struggle to stand out.
How can they rise above the noise to prove they have what their ideal prospects need?

Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?

Is it really possible for advisors to easily record, edit, and share videos? 
The answer is yes!

Wealthy or not, every client has the same question:  “Am I going to be okay?”

Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.  

More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible.
How can financial advisors cut through the noise?

Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential. 
Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?

Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?