As a financial advisor, you’re already viewed by many of your prospects and clients as an expert in your field. But people do business with those they trust, so you can’t count on knowledge and experience alone. Your clients must feel they can rely on you. Therefore, an advisor with a high degree of emotional...
At LeadingResponse, we understand the importance of harnessing data in client acquisition. As the experts in consumer engagement, our team members make data-based decisions daily to elevate your brand and connect with your ideal financial services clients nationwide. Why Is Harnessing Data So Important? Most organizations collect facts and statistics during normal operations. They also...
While LeadingResponse faced enormous marketing challenges in 2020, it wasn’t the first time we’ve navigated market fluctuations and downturns. We quickly charted a new course to ensure our financial advisor clients connected with their future clients. The rise of the prospecting webinar Early last year, when the coronavirus outbreak put a stop to live events,...
In the business world, it’s not a question of who wants to make up for lost ground in 2021. As far as we can tell, every entrepreneurial-minded professional services provider does. But have you put your goals for the year in writing? If not, now’s the time to do it. And we’ve created a tool...
Advisors can help clients achieve stability and security A recent generational study shows how deeply American consumers have experienced a financial impact from COVID-19. For the study, about 1,200 adults age 18 and up participated in an online survey conducted in June by North American Company for Life and Health Insurance. North American released “COVID-19...
A difficult year is now behind us. It’s time to take what you learned in 2020 to kick start financial firm growth in 2021. If you’re like most advisors, your goal is to book more appointments with prospective clients this year and grow your financial firm. The following tips and tactics will help you get...
Back in March, we entered a strange new reality. Millions of Americans were asked to stay home to help prevent the spread of the novel coronavirus. Many lost their jobs, saw their children’s schools close, and worried about going outdoors. They also started reviewing their financial affairs, legal documents, elective care needs and senior living...
New clients are the lifeblood of a thriving law practice. When you’re busy overseeing day-to-day operations and working with existing clients, though, finding the time to prospect for new ones can be challenging. However, it’s a must if you want to grow your practice and increase your revenue. If you put a legal marketing strategy...
The Legal Marketing Association/Bloomberg Law 2018 joint study, “Where Are We Now? Revealing the Latest Trends In Legal Marketing and Business Development” shows lawyers simply don’t have enough time for business development tasks that generate legal leads (83%). Since legal leads are crucial for increasing revenue and clientele, how can busy lawyers stay competitive? Here...
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...
