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Financial
Advisors should strive to provide an exceptional client experience
Patrick Schartz Patrick Schartz is the Director of Advisor Development at LeadingResponse. He has worked in the industry for 19 years and been with the company for over 13 years, focusing on client experience. Like all consumers, advisors have discovered the product or service they pay for is only part of the equation. What also...
Client acquisition is necessary for your firm to grow.
Scott Kasprzyk is a national marketing consultant at LeadingResponse. He’s been with the company for over 15 years and in the industry nearly 20 years. Many financial services professionals have found client acquisition during a pandemic to be their greatest challenge yet. Advisors have been forced to rethink the way they conduct business. Many of...
Top producers accept and adapt to change
Today, the key to survival is adaptation. The world has undergone seismic changes, and as a financial advisor, you have to effectively navigate a new business world. You must be resourceful, and capable of using all available tools to connect with your future customers. Despite so much on the line, though, some financial advisors are...
direct mail marketing works
For many years, marketers relied heavily on direct mail. It was proven to generate leads and acquire new customers. But as more and more companies began doing business online, direct mail fell by the wayside. Today, this low-tech, yet effective, client acquisition tool is becoming popular all over again. Savvy professionals are combining direct mail...
We all make mistakes. Here are webinar mistakes to avoid.
Ryan VanSickle is the Director of Advisor Development at LeadingResponse. He’s seen his share of webinar mistakes. Funny How Things Work – Or Don’t While webinar mishaps are inevitable, some are preventable. Here are two quick blooper-reel stories from the trenches. I’ll refrain from mentioning any names, so don’t worry (you know who you are)....
Senior are growing accustomed to virtual meetings
Ryan VanSickle is the Director of Advisor Development at LeadingResponse. He joined the company in 2009. Since the coronavirus pandemic swept the country in mid-March, most days have felt a lot like an episode of The Twilight Zone. Ryan VanSickle Toilet paper, once a humble necessity, has flown off shelves like Tickle Me Elmo dolls...
If you’re like most advisors, you focus on Americans age 55 and up. That’s because this group makes important money decisions for themselves and others. It’s one reason product solutions offered by the financial services industry tend to target people nearing retirement, or who have already retired. On the other hand, workers in their 20s,...
How Does a Business Owner Know When to Engage in Lead Generation?
How can you tell if you need to engage in lead generation? Most businesses must find leads in order to grow. Lead generation is marketing designed to capture the interest of your potential clients or customers. Its purpose is to nurture relationships with prospects until they’re ready to buy from you. Is what you’re doing...
Reg BI meant to ensure advisors look after their clients' best interests rather than their own financial gain
While the Department of Labor Fiduciary Rule may be dead in the water, the Securities and Exchange Commission’s Best Interest Regulation, known as Reg BI, is moving full speed ahead for implementation June 30. Reg BI is the successor to the Fiduciary Rule introduced by the Department of Labor in 2015, following a call from...
Woman worried over her investment and retirement funds
What prompts women to take control of their financial affairs, especially later in life? Two common triggers are the death of a spouse and divorce. The average American man will live to the age of 76, while the average woman in the U.S. will live to the age of 81, according to Time. Meanwhile, the...

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