Do you have pressing questions about how to get your message across to your clients, explain valuable information, and reach those outside of your normal sphere? Do you want to connect with other like-minded financial advisors on your path to achieving your goals? Or are you an advisor who’s looking to expand your reach, but you don’t know where to start?
You’ve come to the right place.
Using the same approach as my end-client program, 5 Steps to Financial Security educational series, based off the concept of my New York Times bestselling book. My expert advice helps guide you toward lasting momentum and growth in your financial advisory business:
1. Set Your Goals
2. Create Your Plan
3. Take Action and Commit
4. Assess Your Progress
5. Strategize for the Future
You will not achieve success in your financial advisory business as a result of random events, lucky breaks or large money investments. You will achieve success by staying focused and committed to your purpose. The power of choice comes from a keen understanding of your goals, your client’s goals and what drives your plan forward.
Join other successful financial advisors in learning how to make it in the media. Learn:
Learn how to address your client’s life transitions through education that matters most to them. Get solid advice on how to coach your clients through the financial complexity of life’s transitions and deploy relationship building strategies that create life-long clients.
My mission is to help you make smart decisions about how you promote your financial advisory business. Planning is great but execution matters. I will guide you to the right resources to put your plan into action
For instance, the philosophy I share with my clients is that everyone—whatever their current situation—has the freedom to create choice and increase abundance in their life. And, that kind of heartfelt, aspirational message resonates, especially through a dynamic medium like television or video.
To meet growing client expectations, building a proactive communication approach that creates a consistent and visible presence has become a top priority for many financial advisors. Advisors have unique hurdles that require specialized marketing techniques to counterbalance the industry’s changing landscape, complexity and jargon-lovely ways.
Don’t Be Preoccupied with Perfection. Videos for marketing purposes aren’t Hollywood movies and nobody expects perfection. While you want the video to look professional, don’t become too obsessed with perfection that on the 50th take you still haven’t got it right.
In this article for Advisor Perspectives, Kimberly talks about how advisors can guide their clients and their children as they start repaying student loans in
The “sandwich generation” typically faces the highest risk of “caregiver stress” and associated burnout. In this Rethinking 65 article, Kimberly discusses how advisors can help
The New York Times bestselling author and renowned financial expert who has inspired thousands to embrace the power of choice, build wealth with intention and increase abundance in their lives.
Wealthy by Design: A 5-Step Plan for Financial Security by Kimberly Foss ranked 7th in the “Advice, How-To & Miscellaneous” category of the New York Times Best Seller list on July 7, 2013, which can be accessed directly here. The designation of Kimberly Foss as a New York Times best-selling author is derived from this appearance. This recognition pertains to one particular category of the New York Times Best Seller list and refers to one specific point in time (ranking on weekly list reflect sales for the week ending June 21, 2013). The citation of the book on the New York Times list is not owned or controlled by Empyrion Wealth Management.
As noted in disclaimers above, the book’s appearance on this list and Kimberly Foss’s recognition as a New York Times best-selling author are standard information provided for general purposes only. It is not a reflection of, or a claim to, any particular investment expertise, nor does the book’s author make any warranties with respect to its use, nor should Wealthy by Design be construed as an advertisement under the auspices of Rule 206(4)-7 of the Investment Advisers Act of 1940.
For more information on the New York Times methodology for selecting best sellers, please refer to the information on their site.