If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?

Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships? 

There’s a huge advice gap in the U.S. Even among wealthy clients who work with an advisor.
According to Bento Research, 40% of advised clients said they didn’t get advice on Social Security benefits when they turned 62. While 63% said they didn’t get advice on Qualified Charitable Distributions when they turned 70 ½. 
This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.

Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve. 

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today.
Now, are you thinking about paying it forward through your practice? 

Clients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives.

Wouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life?

Every facet of an advisor’s job has influence at the heart of it, according to Daniel Crosby. What can advisors do right away to become more influential?