Blog Detail
The Prosperous Entrepreneur
http://www.theprosperousentrepreneur.com
Marketing and Business strategies to coach entrepreneurs to build a profitable business.
Recent Posts
Financial Planner - Financial Advisor? What\'s In a Name?
I just returned from a Scottsdale Soroptomist meeting where I spoke about taking action to have more success in 2010. There were two advisors in the group so I listened with interest when they described what they do. One said she was a Financial Pl...
Marketing to Women –For Advisors
Marketing to women can be a profitable marketing niche for financial advisors as they tend to be one of the most underserved markets. Think of it this way – during divorce, who gets the expert professionals? The CPA, the financial advisor, ...
Are Cheap Clients Worth It?
An RIA client in Florida recently told me about a client situation that was really bugging him. This client had willingly transferred with him when he went independent from Schwab six months ago. At Schwab he had paid less for a mutual ...
Take Action to Reach Your Goals
"To guarantee success, act as if it were impossible to fail." - Dorothea Brande Are you where you want to be with your business goals? In Lack of Progress on Your Goals I wrote about how to get a handle on your goals at this time of the year. The ...
How Advisors Can Attract Wealthy Clients
Don't we all want to work with wealthy clients? More assets, less hassle, more income, and lots of wealthy friends. But do you know how to attract the rich? Many advisors think it's through the way they look or what they drive or the appearance of ...
Are You Leveraging Current Clients?
Are you where you want to be with your business goals? In Lack of Progress on Your Goals I wrote about how to get a handle on your goals at this time of the year. The first point I made was about getting prospects in your pipeline. The second point...

