I had a recent experience with an ultra-high net-worth investor that was disturbing.

Don’t waste your money on lead-generation programs, white-label content, or consultants who overpromise and fail to deliver.

The highest compliment I receive from clients is when they tell me they don’t feel like our relationship is transactional.

My previous webinars were sponsored by my clients. Everything was handled for me. With this one, I was entirely on my own.

A client-centric approach, focused on empowering prospects and clients rather than directing them, is more persuasive and will lead to a more productive, meaningful relationship.

A recent study found significant differences in how our brains process in-person meetings and Zoom calls versus in-person meetings.

Harness the power of neuroscience and psychology to help your clients reach their long-term planning goals.

I don’t understand why it’s necessary to have an elaborate screening process to deal with prospects.

Dimensional’s new ETFs are good news for investors but raise issues for advisors.

Over the past two weeks, I’ve met with more than a dozen vendors. Here’s what I learned.

The most challenging assignments I receive start with the advisor asking: “I had a great meeting with a prospect. Now I’m being ghosted. What should I do?”

It doesn’t seem that difficult. Why don’t more of us follow this advice?

For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.

Many advisors aren’t familiar with financial phobias. They are common and can be debilitating.

Communications should be planned and thoughtful. Rarely – if ever – should a serious message be delivered without warning.

It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.

When your client conveys vast amounts of information – as is typically the case in a discovery meeting – it’s unrealistic to expect you to retain that information without writing it down. That’s about to change.

Here are two suggestions that can save you money or time, especially if content marketing is part of your strategy.

Why don’t more advisors recommend simple portfolios?

You need to pay attention to the role of emotions to effectively communicate with your clients.

There’s another side to power, reflecting a more nuanced view. It can improve communication, convert more prospects and deepen relationships with existing clients.

Should you be concerned? How can you compete with “free”?

You can now create engaging videos using AI and use them to publicize your blogs and firm.

Advances in artificial intelligence (AI) continue at a furious pace. Here’s what my clients want to know.

Is there an evidence-based way to coach clients that is likely to help their proclivity to act emotionally?

Here’s what is working best for my marketing and consulting firm. You may be able to use some of the same tools.

Here are some tips to make your use of GPT-4 more efficient.

The emotionally overwhelmed brain cannot assimilate and act upon rational information.

My advice to prepare for the “big” meeting is this…

Why does giving away my expertise make sense, and why should you follow my lead?

No one is bragging about the index fund they own to their friends.

Any financial advisor can turn their content into a powerful SEO engine without engaging an expensive consultant.

Readers of my AI articles have asked me for practical examples of how it can positively impact their practice.

How do you go from the theoretical to the practical? What AI tools can you use that will streamline and improve your processes?

AI provides a powerful tool for gaining valuable insights into user behavior, allowing you to make data-driven decisions that enhance client satisfaction and increase profitability.

I “interviewed” Chat GPT 4.0 and asked it questions you might find of interest. Then I asked it to suggest additional questions I should have asked.

Understanding the neuroscience of financial stress will help you support your clients and keep them from making emotional decisions that upend your careful planning.

There are many marketing initiatives you can implement on your own that that will likely work. Here are some suggestions.

There are five reasons why prospects decide to choose someone else.

I meet many advisors who prioritize work over family and productivity over relationships. There’s a better way.

The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…

Do we have to sit around and hope Alzheimer’s doesn’t afflict us, or can we do anything to skew the odds in our favor?

I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.

What is social death, and how can you harness it in your marketing?

Few of us would sacrifice happiness at the altar of wealth. Financial advisors who add immeasurable value to their clients are focused on both.

Advisors aren’t trained to be integrated life/wealth coaches. The temptation may be to embrace the life coach label and volunteer advice outside these constraints.

No advisor would dream of engaging in the kind of behavior that occurred at Purdue University in early December.

I learned a lot in 2022. Here were my biggest epiphanies.

Here’s a worthy goal to contemplate for 2023: Reduce stress and anxiety in your life, especially from family. The benefits of achieving this goal are significant.

I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.