by Owen Winkelmolen | Apr 29, 2024 | Best Practices, Case Study, Featured, Product, Tips & Tricks
How To Do 100+ or 500+ or 1,000+ Financial Plans Per Year: Scaling Financial Planning Financial planning is extremely valuable, both for clients and for advisors. One of the best reasons to scale your financial planning process is because people want more financial...
by Owen Winkelmolen | Jan 29, 2024 | Featured, Tips & Tricks
Engaging New Prospective Clients With Email Marketing Owen Winkelmolen As a financial advisor, establishing a strong connection with a prospective client is crucial for a successful client engagement. One important way to build a strong connection before even...
by Owen Winkelmolen | Jan 22, 2024 | Featured, Tips & Tricks
How To Generate New Leads With Client-Led Financial Planning Owen Winkelmolen Engaging new prospective clients can be challenging. Lead generation is crucial for financial advisors who want to grow their practice and help more people. However, many advisors find it...
by Owen Winkelmolen | Jan 15, 2024 | Featured, Tips & Tricks
How To Engage Second Generation (2nd Gen) Clients Owen Winkelmolen As a financial advisor, finding new clients is vital for business growth. However, amid numerous strategies, there’s frequently one overlooked opportunity, engaging “2nd Gen” clients. The “boomers”...
by Owen Winkelmolen | Jan 8, 2024 | Featured, Tips & Tricks
How to Gain New Clients With Group Information Sessions Owen Winkelmolen Have you ever thought about leveraging group information sessions to grow your practice as a financial advisor? Whether it’s a casual Lunch ‘n’ Learn or an in-depth Full Day Session, these...
