Advisors Collective

Attention! New Podcast Alert...... You want to scale faster, own your book of business, have freedom of time & money, and set up your own retirement succession plan while knowing your clients will be taken care of. Advisors Collective was created to help you run your practice and not let it run your life. We have found the best in the business to help you become the best you can be. Let’s do something together, Join the Collective. #newpodcast #financialadvisors #scaleyourbusiness

Why Client Experience is the Key to Agency Growth. Client introductions don’t just happen; they are cultivated through personalized experiences. A happy client is your best advocate! #ClientEngagement #BusinessGrowth #ReferralStrategy

Client Experience is Your Best Marketing Tool! It's not just about having great products, it's about creating an experience that makes clients want to introduce you to others. Make it personal, and watch your referrals grow organically. 🪴 #ClientExperience #Referrals

Scaling Your Practice: Balance Personal Connection with Professionalism If every client interaction feels like a casual chat with your feet up on the couch, you’ll struggle to scale your practice. That approach might work for a small boutique, but it won’t help you build something that’s sustainable—or sellable—in the long run. Here’s why: If your business relies entirely on personal relationships, it becomes inseparable from you. When you’re gone, so are the clients. Buyers won’t invest in a practice where the clients are tied solely to one person. To scale successfully, you need a balance: 1️⃣ Personal Connection: Yes, clients want to feel cared for and known—but within boundaries. 2️⃣ Professional Systems: Train clients to: Use your scheduling links. Respond to emails. Engage with your processes, not just you personally. A healthy client relationship is about more than long phone calls or casual conversations. It’s about creating a system that delivers excellent service efficiently while maintaining a personal touch. This balance not only helps you scale but also makes your practice more attractive to potential buyers if you ever decide to exit. What are your thoughts on balancing personal connection with scalability? Share your approach below! ⬇️

From Six Figures to Seven: The Power of Vision and Focus What’s the secret to taking your practice from six figures to seven? It starts with vision. Too often, we as financial advisors fail to clearly communicate our vision—not just to our team but also to our clients. A clear, compelling vision is the foundation of growth, and tools like EOS (Entrepreneurial Operating System) can make all the difference. In EOS, there’s a tool called the Vision/Traction Organizer (VTO), which helps define: -Your core values -Your core focus -Your long-term goals Pair that with the Supernova approach, which emphasizes quality over quantity—focusing on a smaller, high-value client base—and you create a winning combination. By integrating these principles, you: 1️⃣ Set a vision centered on excellence. 2️⃣ Communicate that vision effectively to your team and clients. 3️⃣ Align your goals with a more selective, impactful client base. This shift not only drives revenue growth but also elevates the quality of your practice. If you haven’t explored Supernova principles or EOS yet, now’s the time. Let’s focus on building a practice that prioritizes value, clarity, and results. Have you integrated these strategies into your business? Share your thoughts or experiences below! ⬇️

Join the Collective. New Episode out today! ➡️ https://lnkd.in/g-QVrcXf

Let’s face it: referrals suck. Here’s why: A referral is just a name—someone who doesn’t know you and might not even want to talk to you. Cold calling a referral is awkward and often ineffective. Instead, aim for introductions. Introductions are personal, intentional, and far more effective. Here’s what I want: Best Case: A face-to-face meeting over coffee, drinks, or breakfast. At Minimum: A three-way text that connects you directly with the new contact in a meaningful way. How do you get there? By delivering an exceptional client experience. When you consistently go above and beyond for your clients, introductions become effortless. They happen naturally because your clients genuinely want others to experience the value you bring. This is how you grow your business organically. #newepisode #follow #letstalkaboutit #growyourbusiness

The Power of Exclusive Events: Fun, Relaxation, and Learning Combined Building relationships with top-tier clients and prospects is an art—and it often comes down to exclusivity and personalization. Curated events are a fantastic way to create a relaxed, enjoyable environment that appeals to affluent clients while welcoming their guests. Imagine hosting an event centered around something your client loves—like golf. If they bring a golfing friend, you’ve just created a meaningful and memorable experience that strengthens connections. But here’s the real magic: personalized invitations. Instead of saying, “Hey, bring a friend,” take a more intentional approach. Do you know a specific person in their network who would be a great fit for your practice? Ask them to bring that person directly. Not sure who their ideal connections are? LinkedIn is your secret weapon. Take time to review their network and identify individuals you’d love to connect with. This targeted, thoughtful strategy not only builds relationships but also expands your network with precision. Relationships built this way aren’t just transactional—they’re transformational! #Jointhecollective #networking #growyourbusiness

The connections you make during an event don’t stop when the night ends—the follow-up is where the magic happens. ✨ Right after the event, take a moment to jot down the “spider web” of connections: who’s connected to whom, and the friends your clients brought along. This makes it easier to follow up while the details are fresh. Here’s a powerful strategy: Reach out to your client and express interest in connecting with their guest. Ask for a three-way introduction via text: “Hey John, could you connect me with Bob in a group text? We had such a great conversation about wine and swapped some fun golf stories. I’d love to keep the conversation going!” This personal, casual approach not only strengthens relationships but also positions you as a trusted advisor who’s genuinely interested in their network. Events like these don’t just provide value—they create natural networking opportunities for potential clients. What’s your favorite post-event strategy for building connections? Let’s hear it! 🤝 #follow #financialadvisors #connections #buildyourbusiness

Take assumptive confirmation calls, for example. These aren’t your typical “just checking if you’re coming” calls. Instead, they’re a chance to express genuine excitement and make the invitee feel valued. Here’s how it works: Mention their specific plans: “Hey Jan, I’m so excited to see you and Mark at the event tomorrow! I hear you’re bringing Joe and Susan—can’t wait to meet them.” Highlight something personalized: “I know you’re a big fan of Orin Swift wine, and we’ll have three tastings lined up—thought of you when we picked them!” This approach isn’t just about confirming attendance—it’s about building anticipation, reinforcing commitment, and showing that you’ve thought of them personally. These small, thoughtful moments can make a big difference in how clients and guests feel about your event—and your relationship. What’s your go-to tip for making guests feel excited and appreciated before an event? Let’s share ideas! https://lnkd.in/g8WvQ7Bx