Financial Planning Blog


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Matt Kress

Matt is a product manager at AdvisorEngine. He has coached over 250 advisors helping them attract and retain more clients and presented to thousands of advisors sharing research, key insights, and actionable takeaways. Before joined the firm as part of the acquisition of Kredible, he co-founded and sold a Software as a Service business called Relately and helped small and medium-sized businesses with their digital marketing efforts. His mission is to help advisors understand the digital world we live in today so they can help more people live their best lives.

Blog Feature

Advisor Marketing  |  Financial Advisors  |  Kredible

5 Biggest Lessons Learned From Coaching 250+ Financial Advisors

Your prospect’s expectations of working with a Financial Advisor have changed. The digital world we live in today has played - and will continue to play - a large part in how prospects find, select, and hire you to be their financial advisor. We no longer read physical newspapers like we used to. Instead, we use multiple sources of information, sometimes only scanning the headlines, and occasionally reading more in depth. With so many resources available, Investors are making better, more informed buying decisions in all aspects of their lives. I have had the privilege of coaching over 250 Financial Advisors using our AdvisorEngine Kredible model - helping them strengthen their approach to attract clients. I have learned invaluable lessons from these sessions. No matter what approach to financial planning you employ, you can apply these takeaways to your own business. Here are five key lessons I have learned that you could use to think about growing your own business: 

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