Go beyond client and prospect engagement to convert...it’s time to captivate!
Captivating Advisor
Captivating your market means investing in dominated awareness within your local sphere to not just generate leads, but to convert.
Here are some resources to help you create captive prospects:
Featured Content
Four Potential Tax Changes Advisors Need To Prepare For
How To Build Your Personal Brand and Credibility in the Virtual World – With David DeCelle
In the Trenches: Brad Gotto
Podcasts
Providing tremendous value to clients and prospects is one of the best ways to win them over. Lead with value and remember that it’s not all about sales. This is a relationship business, so focus on what you can GIVE before asking what you can get – be a Go-Giver! See what we mean and listen to industry experts sharing what is working today on BeAdvised: Leading with Value.
August 19, 2020 WG Team
Focusing on The Problem, Not The Solution – With Adam Cmejla, CFP®
September 2, 2020 WG Team
Your Time Is Ticking – With Ed Slott
December 9, 2020 WG Team
It’s Time To Make Your Voice Heard – With Jason Pereira
Four Potential Tax Changes Advisors Need To Prepare For
New SEC Amendments – What Do They Mean for Advisors?
Videos
No one knows what works better than those who do it every day. What takes that to the next level, is being likeable and speaking to people in their own language. In this video series, we interview advisors who are seeing success and learn what is working for them and what is not. Check out the WG video series In the Trenches.
Attorney Breaks Down Benefits of Co-Hosting Workshops with A Financial Advisor
"I'm in front of my clients weekly...and I don't have to do anything!"