How to Compete for Ultra-High-Net-Worth and High-Net-Worth Individuals
Written by Ramzi Malas on March 2nd, 2021
UHNW or HNW individuals are the most desirable and lucrative clients that represent 1% of the world’s population. As a financial advisor you can earn up to $600,000 in annual fees from them by providing excellent services and retaining them.
How Mindfulness Can Help You Achieve Your Business Goals As A Financial, Insurance or Lending Advisor
Written by Bilal Malas on March 4th, 2021
Google employees registered for a 2-day SIY (Search-Inside-Yourself) program which taught them several mindfulness techniques and were coached by neuro-trainers to improve empathy, self-regulation, motivation, and learn leadership skills that helped them perform better at their job.
The “New Way” of Generating Prospects for Financial, Insurance and Lending Advisors
Written by Ramzi Malas on July 30, 2020
The archaic tactics used for generating leads are no longer cost effective and time-efficient. If you are a financial, insurance, or a lending advisor looking for ways to generate consistent leads then this article is a must-read.
Unfortunately, our feline friend has also been hit by the COVID-19 lock-down. Alfredo has a business to run. He usually meets his prospective clients in person, that's just the way he likes it. Alas, Alfredo needs to adapt to the conditions of a chaotic world.
Why People In The Wealth Management Space Should Lay Off These Traditional Prospecting Strategies
Written by Bilal Malas on March 10, 2020
I was inspired to write this article after discussing with a few prospecting clients in the wealth management industry. There are a couple things I noticed across the board when it came to their prospecting strategies: the use of traditional marketing or just the lack of use of any sort of marketing for those already comfortable with their inflow of inbound leads.
Why Businesses In The Wealth Management Industry Need To Incorporate Digital Strategies Into Their Business Development Plan
Written by Ramzi Malas on January 19, 2019
The more digitally connected the world is to every consumer, the less effective old traditional marketing advertisements are. The way customers interact and transact has also changed and that means businesses need to adapt the way they reach out to their market. This creates an opportunity for firms and institutions to capitalize on this and implement processes and strategies in place to leverage these changes to their own benefit.
How Financial Services Marketing Is Rebuilding Its Image
Written by Steve Olenski on Dec 20, 2018
The most successful businesses worldwide have made it mostly due to their customers, support and trust, plus a brilliant marketing campaign(s). Of course that is ridiculously simplifying it but you get the idea. Financial institutions, however, are very often faced with a lot of skepticism and a lack of confidence from their consumers about getting help with their money.
How Leading Financial Brands Are Using Digital Marketing To Win Consumers
Written by Jeffry Pilcher on October 1, 2018
As consumers increasingly manage their daily lives digitally, financial marketers must find new ways to reach them through online and mobile channels. Research from Mintel shows that the leading financial firms are increasingly investing in digital advertising that can support more personalized messaging. Yet many other institutions remain stuck in traditional spending habits.