In a Nutshell: Clear career paths and offering a path to partnership and equity ownership are key ways to attract and retain next generation advisors and advisory firm leaders.
Guests: Lisa Salvi is Vice President of Advisor Services at Charles Schwab, where she oversees business consulting and education offerings, including their one-on-one consulting engagements, the annual RIA Benchmarking Study, and other programs that support the development of advisor talent.
Yonhee Gordon is a principal and Chief Operating Officer of JMG Financial Group just outside of Chicago, which has more than $3.0 billion in assets under management.
In a Nutshell: Whether you're writing website copy, sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your business growing.
Guest: Adam Bensman. Adam is one of the top direct response copywriters and consultants in the country, and he has a particular expertise in helping financial advisors improve their marketing.
My Key Takeaway: If you want win more business from your copywriting, you need to craft a compelling offer that:
Also Learn
1. Why you should delete your glossy headshot from the top of your emails, open with an ellipsis (...), and always end with a PS.
2. How to address your prospect's pain by appealing to the "search trigger" that brought them to you in the first place.
3. What 4 quadrants Adam says your marketing needs to hit in order to set yourself apart and demonstrate your value to your audience.