September 3, 2018 / by Don Connelly / Managing the Relationship / 0 comments
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products.
Make it easy for prospects to choose you by communicating your value to them in your first meeting. And if they decide to work with you, make sure you continue to communicate your value to them as clients. If you bring the value you promised, there’s a high chance they’ll remain loyal and refer you to others.
Here are some ways to bring value to prospects and clients.
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How to Articulate Your Value to Prospects and Clients
October 22, 2018 / by Don Connelly / Marketing Yourself / 0 comments
Ours is a highly commoditized industry. Financial advisors all tend to look the same, sell the same products and talk the same language. To get noticed you need to differentiate yourself from the competition by establishing your value to prospects and clients.
First, work out what you can bring to the table that others can’t. The next step is to verbalize your unique value proposition to clients and prospects.
If you do, prospects and clients will realize why it makes perfect sense to work with you.
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How to Add Value to Clients’ Lives
September 3, 2018 / by Don Connelly / Managing the Relationship / 0 comments
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products.
Make it easy for prospects to choose you by communicating your value to them in your first meeting. And if they decide to work with you, make sure you continue to communicate your value to them as clients. If you bring the value you promised, there’s a high chance they’ll remain loyal and refer you to others.
Here are some ways to bring value to prospects and clients.
Read more
Educate Clients What It Really Means to Invest
March 20, 2017 / by Don Connelly / Investing Wisdom / 0 comments
No matter how inherently intelligent your clients may be, never assume they have a clear understanding of what ‘investing’ really involves. For many people a financial plan consists of having money in an account that continually goes up in value. To them, a share of stock is a lottery ticket, no more and no less.
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