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Dec 2020
9 Ways to Create Feelings of Belonging for Advisory Clients
Last week, my financial advisor made a simple gesture, creating feelings of belonging within me. He sent me a box of chocolates. Really, Sharron? That’s not original. True. Yet, upon opening the box, I immediately felt a part of something. With one simple gesture, my advisor let me know I was a member of his community. Furthermore, he shaped a situation that spurred a thank you outreach from me. Ultimately, he created an environment I felt welcome in while building a client touchpoint for himself. Given this simple, yet fulfilling client experience, I pondered what else advisors could do to...
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Nov 202010 Gift Ideas for Female Advisory Clients
Whether it’s her birthday, anniversary or Mother’s Day, giving a small gift to your female advisory clients ultimately helps advisors deepen relationships. The most important part of the process is to let her know you’re thinking of her. Therefore, here are 10 ideas for financial advisors that won’t get you into regulatory hot water, and are easy to purchase and distribute. 10 Gift Ideas for Female Advisory Clients #1 – Virgin Olive Oil – Most affluent women understand that virgin olive oil is good for them and their family. #2 – Flavored Teas – Perhaps she doesn’t drink tea....
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Sep 2020Helpful Reading for When a Friend Has Cancer (PART 3)
The Definitive List of Dos & Don’ts When a Friend Has Cancer Part Three (Helpful Reading) This post is the third in a three-part series. Find links to parts one and two at the end. Overview The following books and resources have been helpful to me during my husband’s and my cancer journeys. They filled me with thought-provoking concepts; many were healing. What’s more, given that I’m a small business marketing advocate, I also recommend a handful of books specifically for small business owners. *As an Amazon Associate I earn from qualifying purchases. Some links below lead to Amazon...
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Sep 2020Dos When a Friend Has Cancer (PART 2)
The Definitive List of Dos & Don’ts When a Friend Has Cancer Part Two (The Dos) This post is the second in a three-part series. Find links to parts one and three at the end. Overview In November 2017, the Love of My Life was diagnosed with pancreatic cancer. And, because the universe didn’t think that was enough for us to juggle, a year later I was diagnosed with endometrial cancer. Therefore, I write this post from a standpoint of both cancer patient and caregiver. There are plenty of ways to help your friend with cancer. Here is...
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Sep 2020The Definitive List of Dos & Don’ts When a Friend Has Cancer (PART 1)
I dedicate this post to cancer patients and survivors as well as to life’s advisors, including financial advisors, mental health counselors, medical specialists, and the many more who strive to help others live their best life. Please share this post with clients and friends. This is a three-part series. Find links to parts two and three at the end of this post. For Easy Reading, Download the Complete 3-Part Dos & Don’ts Cancer Series in PDF Format Imagine this… For the last two weeks you’ve felt a persistent pain in your upper abdomen. Finally, you call your...
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Jul 202010 Questions to Gauge Advisory Client Perceptions
When was the last time you considered how clients perceive you and the outcomes stemming from these perceptions? Without accurate information to base our decisions upon, our day-to-day business growth efforts will be inefficient. Therefore, before starting any new long-term initiative, first capture a clear understanding of your clients’ perceptions regarding your current situation. For example, here’s a simple list of probing questions to ask clients in order to determine whether they view you the way you want to be viewed: Financial Advisor Client Perception Questions #1 — What questions do you wish I’d ask? #2 — Are...
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May 2020How RIAs Can Increase Investor Sales Leads When Working with Freelance Writers
My goal is to increase investor sales leads for RIAs and other financial services firms. Therefore, when I write for an advisory firm or similar, I follow a process that lures the reader to your call-to-action. For this to happen, I need to hook the reader immediately using the headline or email subject line and the first few sentences within the body copy. Other key steps include ensuring that I’m speaking to a specific audience, e.g., pre-retirees age 50+, baby boomers, wealthy widows, etc., and that my body copy expands on the headline topic, minimizing an informational bait and...
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