I know we mean to be festive, but when we holiday gift to our clients, we mostly end up giving them the gift of bad health. Can we forget about wine, chocolates, and cookies and give more meaningful, sustainable, and wellness-supportive gifts? Here are 7 healthy holiday gift ideas for financial advisors, enchanting and non-standard … 7 healthy and slightly weird holiday gift ideas for financial advisors to give to their clients Read More »

Being a financial advisor for widows requires a high degree of empathy and compassion. In this podcast, Kathi Balasek joins us to teach how to “speak widow” – what to say and do (and what not to) if you want to sensitively relate to a widow in grief. Kathi is a grief communication consultant and … How to talk to a grieving widow: ask to learn, not to fix Read More »

Financial advisor bios really stink, but your doesn’t have to. Whoo hoo! Listen to these tips and get an exciting biography that actually says something and makes the prospect say, “You know, he/she is really different and I want to talk to him/her!” For those of you who are new to my blog/podcast, my name … Get a bodacious financial advisor bio (whoo hoo!) Read More »

There is a tiny little voice inside our head that gets activated when we read an email from another person. And it usually assumes the least favorable tone. This article is going to talk about the four ways you could sound bad in a financial advisor prospecting email (nasty, whining, bossy, boring), and how to … How to avoid a bad email voice in a financial advisor prospecting email Read More »

What is the best tagline for wealth management? Tally-ho! In this blogpod I’m going to teach you how to create your own savage financial advisor tagline. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have … How to create a savage tagline for wealth management Read More »

You know what’s happening in Afghanistan; it’s obviously a crime against humanity, largely women and children. Everyone keeps telling me there’s no hope and there’s nothing I can do, but I refuse to ignore this is happening to these children of G-d. Please do not be indifferent and make some BS excuse about how busy … Please take action to save the people of Afghanistan Read More »

What should be in a financial advisor first meeting script? I can tell you what shouldn’t be, that’s for darn sure! And while we’re at it, allow me to outline a four step process that will teach you to create a first meeting that will make prospects go “whoo hooo!” I used to be a … Financial advisor first meeting script that will make prospects go “whoo hoo!” Read More »

An overwhelming question faced by financial advisors is how to find wealthy clients, because most of you developed your business through referrals. Here are 5 ways to actively grow your business by meeting new prospects. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. … How to find wealthy clients: 5 tips for financial advisors Read More »

I never thought I would speak about getting more diversity in financial services, but here I am. I’ve often felt unfulfilled by diversity initiatives, because many times I see them turn into a game of canceling, shaming, whining, blaming, or making people feel wrong or ashamed for what they think. I feel that there’s not … Getting more diversity in financial services is about taking more action! Read More »

In this podcast/blog I discuss the question of should financial advisors use SmartAsset and other lead services. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which … Should financial advisors use SmartAsset (and other lead services)? Read More »