Kirk Lowe

A mindset is a predisposed way of thinking that is so strong in a specific outlook that if affects a person’s attitudes and responses to circumstances as well as their ability to make decisions. Your mindset can determine how you interpret events and take action (or not) in situations. In the book,...

The most successful financial advisors have clear visions and articulated goals in a formal written business plan. They don’t try to write a 20+ page plan. Their plans are more focused and succinct. How about one or two pages? They can quickly reference them on an ongoing basis; whether that be...

First impression are important, but for most professional businesses, a first impression may actually be a series of impressions that collectively make a lasting impression. For many financial advisors, there are holes in their impression strategies. And for people looking for any reason not to make a...

How often do you communicate with your clients and how do you communicate with them? Client communication can be broken into 3 categories: hits, touches and moments. If you HIT clients too much it will hurt, if you reach out and TOUCH them enough you will gain their respect, and if you have MOMENTS with...

Successful entrepreneurs and financial advisors share a variety of qualities that contribute to their success. One of the more common attributes is that they are marketers and they are action oriented, they always have something on the go. They promote themselves as frequently as possible, often times...

Is your web site a reflection of your company’s offering? Is it the first impression you’d like to make with coveted advisors? Is it the impression you need to make to equal or better the playing field with your competition? Your web site needs to be many things to make the impression you truly...

Branding is a hot topic among marketing coaches who work with financial advisors. Branding can help you grow your business by creating a name for yourself-an image of who you are, what you do, why you’re different and what that difference means to your target audience. Good branding appropriately positions...

How often do you communicate with your clients and how do you communicate with them? Client communication can be broken into 3 categories: hits, touches and moments. HITS are communications that have little perceived value to your clients, but things you are obligated to send such as statements, forms, and...

Outsourcing is not a new phenomenon, but it is a growing one. Have you ever wondered how much time you spend each day doing non-revenue or non-unique activities? It’s likely an uncomfortable amount considering your commitment to success. No matter how focused you are, there’s always room for...

Here’s a recipe that’s sure to be successful. 2-4 Cups of Ongoing Personal Contact 1 Website (fresh not canned) 1 Monthly eNewsletter (at least every two months) 4 Seminars per year at least 2 Direct Mail Campaigns per year 1-2 Tablespoons of Gestures of Client Appreciation 1 Teaspoon Referral...