Do you need to meet your prospective clients in person?

Posted by:

Interesting article in the Wall Street Journal by Daisy Maxey on Meet Your Advisor. Just Not In Person It raises an interesting question as to whether a common assumption among advisors that they need to meet personally with their clients, is still valid.

The article makes the point that a growing number of affluent investors are turning to online trading and investment firms such as Charles Schwab and TD Ameritrade.

While ...

Continue Reading →
0

Your Website’s Missing Page

Posted by:

One of the basic questions everyone needs to answer whenever they’re thinking about creating or changing their website is, “What do I want visitors to do once they’re here?”

And the next question…”What do I want them to do, after they’ve done that first thing?”

Not surprisingly, the knee-jerk answer is, “I’d like them to hire me to do what I do, and pay me a lot of money to do it.”

OK, that’s ideal, but unfortunately not overly realistic. That doesn’t mean ...

Continue Reading →
0

Brand Building vs Building a Tribe

Posted by:

The sad reality is that attempting to build a brand (in the sense that Pepsi or Kraft Foods defines the word brand) is largely a waste of time. From a practical perspective, neither you (nor I) have the resources to be successful.

A far better use of our efforts is to continuously build a list of people who are interested in the topics in which you are an expert. Regardless of whether you desire a single new client next year, or ...

Continue Reading →
1