Marketing Yourself Archives - Page 8 of 9 - Don Connelly & Associates

In this category you will find blog posts with practical tips how to better market yourself as a financial advisor.

Why You Need a “Who I Am” Story to Succeed

/ by Don Connelly / Marketing Yourself / 0 comments

When someone tells you they want to ‘think it over’ it’s a sign they haven’t invested in you. They are most likely not deciding about your recommendations. They are deciding about forming a relationship with you. Remember, the three most important things in this business are to be likeable, smart and trustworthy. A great way to be likeable and build trust is to tell a ‘who I am’ story to prospective clients. By telling them a story about yourself you can influence people and establish your credibility. A great story will resonate with clients, stir up their emotions and get them to act.

Differentiate Yourself by Seeing Things from Your Clients’ Point of View

/ by Don Connelly / Marketing Yourself / 0 comments

Differentiation is one of the biggest challenges financial advisors face. Clients expect you to have solid products, fair prices and a certain measure of performance as standard. But simply having the right credentials won’t demonstrate to them why you are uniquely placed to help them achieve their dreams and goals. If you really want to stand out from the competition you need to fulfill their expectations on another level. Among other attributes, you need to have empathy; the ability to see things from your clients’ point of view.

Digital Marketing Trends 2015 for Financial Advisors

/ by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Did you know that according to recent Gartner research, digital marketing accounted for 25% of all the marketing dollars spent in 2014 and it is expected to reach 33% in 2015?

Though traditional marketing methods like seminars, telemarketing, trade shows, print media, exhibitions, and networking groups are still effective, let’s face it – Top Financial Advisors have stayed ahead of the game by adapting their marketing initiatives to the digital world we live in.

So don’t get left behind! Update your marketing strategy for the year ahead and build a competitive advantage by following the digital marketing trends of 2015. Start with these four areas of improvement:

How to Tell Clients You Are Raising Your Fee

/ by Don Connelly / Best Practices, Marketing Yourself / 0 comments

You can show a client how to save for a successful retirement, but you cannot make him act on your advice. You can do everything for a client but make the decisions. Nonetheless, if people take your advice, they will educate their children without borrowing money and eventually retire with no financial worries. It is egregious to think that setting up a successful plan for someone and then politely goading that person into action over the next several years until that person’s financial dreams come true is only worth one percent. But that’s the corner we’ve painted ourselves into.

Five Actionable Ways You Can Stand Apart from The Crowd

/ by Don Connelly / Marketing Yourself / 0 comments

If you want to succeed as a financial advisor, you need to achieve a competitive advantage. There needs to be something about you that highlights you not superior to other advisors but different. You need to possess a ‘certain something’ that makes people want to do business with you.

Dare to be different

Get Comfortable with the Notion that You Need to Sell in order to Grow Your Business

/ by Don Connelly / Don Guest Authoring at..., Marketing Yourself / 0 comments

Advisors approach me about coaching. Rarely are the requests about improving their selling skills. Being better organized, being more efficient and going to the next level are popular goals. But I cannot recall one instance where an Advisor said to me, “I want to be better at selling.”

I don’t think that the reason for not asking me is that every Advisor thinks he or she is a great salesperson. Rather, I think that ‘salesperson’ is an image to be avoided at all costs. To many Advisors, selling is a dirty word.

6 Tactics for Financial Advisors to Improve Social Media Efforts

/ by Kirti Anand Sharma / Connelly Corner, Marketing Yourself / 0 comments

Social media marketing has made its way in the Financial Services industry, too. A lot of investors, especially Gen X and Y, are actively using social media platforms to help them make investment decisions. A lot of Financial Advisors and Wealth Managers have reported increase in their assets by meeting prospective clients through social networks. So don’t hold yourself back – get social! Here is a list of 6 tactics to get started and improve your social media marketing efforts:

5 Marketing Ideas for Financial Advisors to Ignite Their Business

/ by Don Connelly / Marketing Yourself / 0 comments

There are hundreds of thousands of advisors out there but only a small percentage ever hit the $1 million turnover mark. So what gets these advisors into pole position? The answer is ‘marketing’. The amount of time you spend marketing yourself this year will dictate how much you grow next year. If you want your business to grow by 50% you need to spend half of every day marketing yourself, getting yourself in front of people, spreading the gospel. Read up on these five marketing ideas and ignite your business.

Where Does Social Media Fit in Your Financial Advisor Practice

/ by Tony Vidler / Marketing Yourself / 0 comments

Where Does Social Media Fit In Your Financial Advsor Practice

Every time advisers discuss passionately that a certain marketing method is dead, or that a new type is the “new thing” I am reminded of the royal decree that occurs when a monarch dies:

The king is dead, long live the king

This refers to the instant succession that occurs in a monarchy – as one King dies the next in line immediately becomes the King.

Marketing professional services is simply not like that at all.

When Financial Advisors’ Self-Promotion Is Not Shameless

/ by Don Connelly / Marketing Yourself / 0 comments

Is self-promotion a shameless thing for Financial Advisors? If we should be self-promoting, what exactly should we be self-promoting? Do I know wealthy people well enough to know what they consider unattractive? Where is the line I probably shouldn’t cross?

I think it’s a bad thing to promote yourself. I don’t think it’s a bad thing to promote the value you can and do add to peoples’ lives. I think it’s a bad thing to inflate your ego. I don’t think it’s a bad thing to explain that you are helping families succeed financially.

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