Once upon a time, advisors stood out by cold calling, then through seminars, and later by hosting events. Today, the game has changed entirely. COVID-19 was the turning point—remote meetings have redefined how prospects look for advisors, making it possible to work with anyone, anywhere. Kalli explained how this shift [...]
There’s a reason why earned media for financial advisors is like hitting the jackpot. Imagine getting your story, expertise, and name in front of a much bigger audience, say, everyone who tunes in to the local news or subscribes to Bloomberg. What if you could get that kind of exposure [...]
Let’s say you have the world’s best clients. . If this is the case, lucky you! But all of those referrals from raving fans don’t translate into new client acquisitions. What gives? [...]
