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What's New
Find our latest articles and coaching sessions here!
We post new resources each week, and most of them can be found right here. Click on any headline below to view the full article. And be sure to click the 'more headlines' link at the bottom of the page to read anything you may have missed.
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Ultimate Client Experience:
Daylight Saving Time Client Letter
Rob Brown
A couple years ago, one of my members suggested that sending a friendly reminder about Daylight Saving Time would be a nice "client touch". I agreed. So I wrote a short letter quoting Benjamin Franklin who is given credit for coming up with the idea. I recently updated the letter for 2010. If you're looking for a simple way to remind your clients that they're always in your thoughts, mail or email this letter to your clients this week. . . .
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An Idea for Networking with CPAs during Tax Season
Rob Brown
Last week, I received a call from a member who was looking for a way to strengthen his relationships with CPAs during the tax season. In addition to making outgoing referrals, this financial advisor wanted to encourage the CPAs with whom he networked to remember him if they ran into tax clients who needed some investment or financial planning help. This coaching session contains a "sweet" idea. . . .
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Help Your Clients Simplify their Tax Preparation
Rob Brown
Helping your clients organize their tax information presents you with a chance to provide a value-added service while potentially uncovering new business opportunities. This coaching session gives you a template for a personal client letter and a tax planning "tip sheet". This session is part of our ongoing "Delivering the Ultimate Client Experience" series. . . .
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Comprehensive Version - 2010 Client New Year Letter and Questionnaire
Rob Brown
If you're working on a 2010 kickoff letter for your clients, you'll find the template in this coaching session to be most helpful. In this easy to customize letter, you'll be able to give your clients a big picture overview of the year ahead and begin setting the stage for your review meetings. This letter can be sent with either version of our "2010 Preferred Client Questionnaire" or as a standalone letter. . . .
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Simple Version - 2010 Client New Year Letter and Questionnaire
Rob Brown
The start of a new year is a perfect time to update your client profiles. You have an opportunity to uncover new objectives, discover new sales opportunities, solicit referrals and, of course, continue delivering the Ultimate Client Experience. This coaching session contains the 2010 version of our brief client letter and a simplified client questionnaire. . . .
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Retirement Income Reality - Part Two
Roberta Eckert
These days, retirement is on every boomer's mind. And many folks who are nearing their retirements are questioning whether they will ever retire. This follow-up coaching session offers some more tips on how to help your clients and prospects assess their retirement income needs. . . .
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2009 Christmas and Holiday Letters for Clients and Prospects
Rob Brown
Our letters are one of the most popular features of our website. They are easy to download, customize and merge with your client (or prospect) mailing list. Because they are written by authors who have years of compliance experience, they usually fly through any compliance approval procedures. Based on a recent request from one of our members, I wrote two year-end letters to offer your clients (and prospects) holiday greetings. I hope you'll put these greetings to work as standalone letters or as the personalized messages you add to your cards, notes and emails. . . .
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Do your clients and prospects need a retirement income reality check?
Roberta Eckert
These days, retirement is on every boomer's mind. And with good reason. With the economic meltdown of the past year wreaking havoc on retirement savings, unemployment hovering near the 10% mark and Social Security and other government programs under pressure, your clients may be experiencing a trifecta of bad news. Many folks who are nearing their retirements are questioning whether they will ever retire. This coaching session offers some tips on how to help your clients and prospects assess their retirement income needs; it includes a downloadable letter to help get this discussion started. . . .
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A Time to Say Thanks
Rob Brown
As we approach the Thanksgiving season, take the opportunity to thank those who are important to both your professional and personal lives. This coaching session contains some helpful tips. . . .
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Do your referral conversations produce meaningful results?
Rob Brown
Sometimes financial advisors allow their referral strategies to become cumbersome and clunky. For some unknown reason, you overcomplicate them. You forget the value of the work you do for your clients, so you apologetically stumble through your referral conversation. Or you don't have one at all. If your approach to referrals needs some fine-tuning, this blog post offers four important questions that should help you get your referral conversations back on track. . . .
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Use Your Expertise to Generate Leads
Rob Brown
Expertise based lead generation is a powerful tool for building a prospect pipeline full of qualified future clients. What's more, these prospective clients are looking for professionals with your know-how. If your prospect database isn't where you think it should be, take some time to build a simple campaign. When you do this with consistency, you will find it much easier to keep your calendar full of appointments and your business will grow. . . .
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How to get Your Prospect Database Under Control
Rob Brown
This article is part of our "Quick Campaigns" series. Each piece in this sequence is written in response to requests from our members and focuses on providing actionable strategies for improving client communication or prospecting effectiveness. In this reply we offer help to a member who is having difficulty keeping up with his prospect database. We offer a step-by-step solution along with a sample telephone script and letter. This campaign is simple; share it with your team and get started right away - the results will speak for themselves. . . .
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Video Web Class: How to Build Your Ultimate Client Communication System
Rob Brown
For financial advisors, ongoing client communication leads to greater loyalty and more business opportunities. Regular communication means more sales, assets and referrals. The "trick" is coming up with a system that makes your commitment to communication simpler and more consistent. This coaching session contains a video web class that walks you through a 5 step process for building "The Ultimate Client Communication System." . . .
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Ultimate Client Experience: Communication Planning Tool
Client communication should not be an accident. It needs to be delivered consistently and in many different formats. When it's done well, it pays big dividends. This coaching session contains an update of our popular client communication planning tool, with letters, campaigns and tools for each month of the year . . .
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Halloween Letter for Clients
Roberta Eckert
Fun letters can be a big part of Delivering the Ultimate Client Experience. They're a great way to let your clients know that you're thinking about them - spreading appreciation for their business. This coaching session contains a simple "Halloween Letter" that you can download, edit to your liking and merge with your client mailing (or emailing) list. . . .
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Web Class - Building Advocacy: The Key to Finding More Clients Who Look Like Your Ideal Clients
Rob Brown
An advocate is a person or group of people who have an almost inexplicable desire to see you and your practice succeed; they are promoters, campaigners, and supporters of your business. Most of us would benefit from building greater advocacy in our businesses. When you know the steps, it's a simple, quick and efficient strategy for taking your practice to a new level of success. You could completely eliminate all of the other marketing and prospecting you're doing (and save a bunch of time and money). This coaching session contains a 30-minute video that walks you through our advocacy process. . . .
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| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership. You need to raise your prices."
Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
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