Blog Archives

When a Newbie (FA) Meets an Accountant. What can possibly go wrong? (Humorous)

1/9/2017

By Antoinette Rodriguez, MBA

As we approach tax season, I'm reflecting on the pitches I've heard to Accountants throughout the years. When a Financial Advisor is new to the industry, presentations can go off the rails due to inexperience.

What can go wrong when a new Financial Advisor first meets with a seasoned Accountant? Do presentations laced with statements about superior investment processes, access to firm experts and referral kickbacks work?

Watch the (humorous) video to learn more.

Need advice on your Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.

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5 Reasons Prospects Don't Follow-Up

1/3/2017

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Antoinette Rodriguez, MBA

You feel you made a great financial planning presentation and developed good rapport with the prospects. They seemed very interested and said they would soon get back to you. Then, the follow-up dead zone occurs. You try to contact them to no avail and cannot figure out why they seem to have dropped off the face of the Earth. There are many reasons prospects may not follow-through with your proposal. Watch the video to learn 5 reasons why.

Need advice on your annual Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.

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6 Things Financial Advisors Should Never Say to Clients (Humorous)

1/3/2017

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By Antoinette Rodriguez, MBA

As we start the new year, I reflect on how our consulting clients seek advice on the "just right" things to say to prospects. Given that the flip side can be just as informative, I created this (humorous) video below of 6 things Financial Advisors should never say to prospective clients.

Hope you enjoy it and Happy New Year!

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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