I think blocking on LinkedIn is something people do not do enough of. I blocked a bunch of losers recently and it felt great. 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 … Blocking on LinkedIn: cut these losers out of your life! Read More »

It makes me sick to think about the extent to which financial advisors are ignored, blown off, breadcrumbed, and even subtly deceived by deadbeat CPAs and other Centers of Influence (COIs) who don’t value them as business partners. If you’re tired of having one way street relationships with the CPAs and COIs you’re referring business … Kick that deadbeat CPA to the curb! (best referral sources for financial advisors) Read More »

Today we’re going to be taking about financial advisor video marketing. We’re kicking it with Kate Holmes, the host of the Innovating Advice Podcast, a management consultant, and overall one of the flyest senoritas on the block. Stay tuned for some tips on how to become a financial advisor/movie star/Instagram star/TikTok star on social media. … Financial advisor video marketing Read More »

In this blog/podcast, I discuss 9 of financial advisor elevator pitch examples. You can use these when meeting prospects on LinkedIn, in person, or through other prospecting activities such as professional and social events, networking groups, etc. You’ll learn: What makes a great financial advisor elevator speech What some financial advisor elevator pitch examples are … 9 financial advisor elevator pitch examples Read More »

This January, I experimented with LinkedIn messages and postings and I got some of the best results of my ten years on the platform. I’m going to discuss what I think financial advisors should know about the best way to structure a LinkedIn posting and how to begin and end a LinkedIn script, and how … LinkedIn scripts for financial advisors that convert followers into leads Read More »

In this podcast I speak with Brad Wales, the founder of Transition to RIA, about the differences between being an in-house broker-dealer rep and having your own independent RIA firm. At the forefront of this discussion as the question of how to grow an RIA firm, and if RIA firm marketing is easier. You’ll learn: … Is RIA firm marketing easier than broker dealer marketing? Read More »

This is a very serious and important message. Please talk to your clients about Robinhood ASAP and teach them how to protect their kids. Young adults are getting access to reckless financial advice from social media at a younger and younger age, with unlimited potential for damage. It’s serious and financial advisors need to take … IMPORTANT: Financial advisors – talk to your clients about Robinhood, TikTok, Reddit, and their kids RIGHT NOW Read More »

Why do financial advisor brands stink so badly? Bland colors, boring company names, the same old tired fonts and logos. Oh, please. Get some personality in your branding, financial advisors! It won’t kill you! I interviewed my graphic designer, Nathalia Hamid, for tips for financial advisors and wealth managers who want to create a better … Financial advisor branding (how to make yours better) Read More »

How much will financial advisors make in 2021 (probably)? How much will financial planners make? In this blog I’m going to discuss what financial advisor salaries have been stated to be historically, and what I see happening in 2021 and for the industry going forward. You’ll learn: What past financial advisor salary estimates have been … How much will financial advisors and planners make in 2021? Read More »

In the blog below we will discuss how a financial advisor can get leads from LinkedIn. I share five key takeaways from my podcast with Chris Roehm, a financial advisor who has been successful getting new clients using LinkedIn. You will also learn: Chris’s story of how he started to get leads from LinkedIn as … How can a financial advisor get leads from LinkedIn? Read More »