Accelus Insights:
The Leadership Narrative

Second Article in the Series: Efficiency and Productivity One of the most challenging conversations I have with financial advisors is that involving the client list. While the advisor/rainmaker would like to add to the client list, there are obligations to serve the clients the advisor already works with. This adds...

“Labor Day is over. Time to start thinking about the holidays.” Yes, this a paraphrase of a marketing piece I recently received. On one hand, the company promoting this is correct. If you hope to accomplish something in your business by year-end, your plans better be in place fast. On...

First Article in the Series: Efficiency and Productivity Once you commit to serving an Ideal Client type or two, you can now turn your energies to increasing the efficiency and productivity of your work. In the many conversations that I have with financial advisors, efficiency and productivity is where they...

Since mid-April we have been exploring and developing this concept of the Ideal Client. If you have followed along, you have a well-defined marketing plan for working with clients you enjoy, providing a service they value. You are finding that you have more time in your schedule; that your outreach...

Sixth Article in the Series: Attracting Your Ideal Client The title of this week’s newsletter is a play on words. It is the end of this series on attracting your Ideal Client. Yet, it also represents a concept you need to embrace (I am full of word play today!) in...

Fifth Article in the Series: Attracting Your Ideal Client This is a favorite of many financial advisors; those wonderful Centers of Influence (COI) who are already known, liked and trusted by your Ideal Prospects. A referral or recommendation from them to you can be golden. But how do you stand...