Tom Mchunu’s Post

Your clients' values show up in every aspect of their lives Where they shop, what they drive, how they give. But what about their portfolios? Swipe through to learn: - How to move beyond standard screening approaches - Real client conversation starters that work - A practical case study on evolving client values - Ways to differentiate your practice Save this one for your next client meeting 📌 #FinancialAdvisors #PracticeManagement #WealthManagement

Don't waste precious time and resources on ineffective client acquisition strategies ⏰💸 Your time is your greatest asset, and it's time to stop squandering it on methods that don't deliver the results you deserve. Imagine if you could attract clients who value your services, pay you what you're worth, and bring in substantial recurring revenue. That's where Ideal Client Acquisition comes in. Join me for a LIVE 1-hour training session tailored for financial advisors serious about elevating their client base. Learn how to acquire clients who bring in a minimum of 10k, 20k, 30k+ in annual recurring revenue, whether through flat fees, percentage of AUM, or other models. Sure the Masterclass will boost your bottom line, but changing your perspective about client acquisition is about much more than that. It's about transforming your business and enhancing your quality of life. Whether your goals are financial growth, better work-life balance, or both, this session will empower you to achieve them. Don't miss out on this opportunity to revolutionize your approach to client acquisition. Join me for The Ultimate Masterclass on Ideal Client Acquisition, happening Thursday, March 14th at 11:00 AM Pacific / 2:00 PM Eastern. Secure your spot now by clicking here >> https://bit.ly/3VazgAh #idealclient #clientacquisition #financialadvisor #financialadvisors

𝐋𝐞𝐚𝐫𝐧 𝐭𝐡𝐞 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐡𝐢𝐠𝐡-𝐧𝐞𝐭-𝐰𝐨𝐫𝐭𝐡 𝐜𝐥𝐢𝐞𝐧𝐭𝐬' 𝐮𝐧𝐢𝐪𝐮𝐞 𝐠𝐨𝐚𝐥𝐬 𝐚𝐧𝐝 𝐝𝐫𝐞𝐚𝐦𝐬 𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐡𝐢𝐬 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐜𝐚𝐧 𝐝𝐫𝐢𝐯𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐨𝐫𝐠𝐚𝐧𝐢𝐜 𝐠𝐫𝐨𝐰𝐭𝐡 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞. ✅ Tailored Advisory Services: Discover how customizing your financial advice to align with the specific goals and dreams of high-net-worth clients can significantly enhance client satisfaction and loyalty, leading to referrals and long-term growth. ✅ Deep Dive into Client Aspirations: Learn techniques for effectively uncovering the deeper aspirations of your clients, beyond just their financial objectives, to provide truly holistic wealth management services that resonate on a personal level. ✅ Organic Growth Through Personalization: Explore how a personalized approach to wealth management can naturally lead to organic growth for your practice, as satisfied clients are more likely to recommend your services to their network. Join our webinar on April 18th at 1 PM PT/4 PM ET to uncover how to build solid relationships that last. Elevate your practice and secure your future success. Save your seat now https://lnkd.in/g7ecK8Ht #ClientRetention #WealthManagement #AdvisoryExcellence"

REGISTER HERE: https://buff.ly/3KsNPsn With the wealth management industry evolving, it makes sense that your approach to serving your clients should evolve too. Join Atlas Point CEO and Founder, Carrie Nelson, as she discusses how shifting client expectations are changing the wealth management industry. While human interaction remains essential, having the right tools and insights is crucial for creating a personalized client experience that leads to organic growth and client loyalty. Discover the key to transitioning from a transactional relationship to an advisory relationship, driving real results. You'll leave this discussion understanding: • How to differentiate your business and personalize your client experience with behavioral coaching • Effective tools and behavioral insights to drive growth and form deeper client connections • Evolving client expectations and their implications for the future of wealth management #behavioralfinance #behavioralcoaching #cecredit #financialprofessionals #wealthmanagement

Advisors are not only number crunchers. Clients value working with an advisor who understands the emotional element of investing and is willing to step into difficult conversations to “keep them from doing the wrong thing at the wrong time.” David A. McBee, Jr. AIF® discussed best practices for advisors seeking to create long-lasting client relationships. Check out his thoughts in InvestmentNews. https://lnkd.in/eB77c7hj

🌟 Client Testimonial Spotlight 🌟 We’re always thrilled to hear how our services are making a positive impact. Here's another wonderful review from a valued client. 🔗 See more client experiences: https://lnkd.in/gC5DKtMQ #AvaiiWealthManagement #ClientFeedback #WealthManagement #FinancialAdvisor

🚀 Want to know the formula for client acquisition and retention? It’s all in the mix of technical expertise and emotional connection. Charles Green, founder of Trusted Advisor Associates, reveals why financial planners should focus not only on their credentials but also on making that emotional gut connection with clients, here: https://lnkd.in/gej-bkWk (This episode is a treasure trove of actionable advice for advisors looking to boost trust and build lasting client relationships!) #TheBreakthroughAdvisor™ #ClientAcquisition #FinancialPlanning #TrustBuilding

🚀 Want to know the formula for client acquisition and retention? It’s all in the mix of technical expertise and emotional connection. Charles Green, founder of Trusted Advisor Associates, reveals why financial planners should focus not only on their credentials but also on making that emotional gut connection with clients, here: https://lnkd.in/d2E9tJbt (This episode is a treasure trove of actionable advice for advisors looking to boost trust and build lasting client relationships!) #TheBreakthroughAdvisor™ #ClientAcquisition #FinancialPlanning #TrustBuilding

Elyce Simpson-Fraser and Brad Gourlay discuss the market outlook for the next 12-24 month. These types of conversations are vital to truly develop a partnership. Our IAP Approach is unique and at the core of our commitment to partner with our clients. Providing business owners with clarity around risk leads to peace of mind for them, all built on a foundation of collaboration. #MarketOutlook #Agribusiness #SaskatchewanBusiness

Don’t read this if you’re not interested in setting up a Trust for your Clients… Over the past years, many FCs have asked me… “Eugene, how you sell the idea of a Trust?” or “How can I close a Trust for this client?” Well after helping many many clients in this area, I have picked up 3 best practices in Trust Planning that can help you: - better position a Trust to your clients - make them realise that a Trust is needed in their situation - and convince them that the cost is manageable ⁣ And it starts with….⁣ ⁣ ⁣ #𝟭: 𝗧𝗵𝗲 𝗖𝗼𝘀𝘁⁣ ⁣ If the client asks “how much does it cost to set up a Trust?”.....do NOT reveal the price if you haven’t gone through the whole process and the client hasn’t felt the pain and the need to do a Trust setup yet. Never just provide the fees without a proper presentation of the various options for the client. Because if you do, then they will end up focusing on the cost instead of the benefits they can get if they set up a Trust with you now rather than later.⁣ ⁣ #𝟮: 𝗧𝗵𝗲 𝗧𝗿𝘂𝘀𝘁 𝗖𝗼𝗺𝗽𝗮𝗻𝘆⁣ ⁣ When explaining the fees to the client, always inform them how the Trust company actually does a lot for them—all the scope of work done for the clients and their beneficiaries during the whole process. This will help justify the cost even more.  ⁣ ⁣ #𝟯: 𝗧𝗵𝗲 𝗣𝘂𝘀𝗵 𝗙𝗮𝗰𝘁𝗼𝗿⁣ ⁣ Share with the client how Trust setup fees used to be around the range of $3k ten years ago and is expected to increase as the years pass. Build this idea in their minds: “Why pay more and enjoy shorter tenor when you can pay less and enjoy its maximum benefit?”⁣ ⁣ ⁣ Basically… When you put clients in the right perspective, it will help you explain to them the cost of setting up a Trust, and convince them that it is something that will help solve their concerns and fulfill their needs.⁣ ⁣ So just remember these 3 practices the next time you are trying to add value to clients using Trust Planning. This will help you move forward, handle all their objections, and make them realize that a Trust setup best suits their situation. #financialadvisors #estateplanning  #assetprotection #trusts