/ by Don Connelly / Marketing Yourself / 0 comments
The recent COVID diagnosis of President Trump, the First Lady, and a number of other White House staff should be a wake-up call to all of us. Don’t get cocky, and don’t get lazy. While it’s not as lethal as many of us feared in February and March, it’s still a very contagious virus.
So, it’s going to be a while before we can go pressing flesh in person like so many advisors have done for generations. Gone are the Chamber meet-and-greets and going door-to-door doing face-to-face prospecting with business owners.
But people still have financial needs, and we’ve got to find ways to reach them. Don’t get call shy! Now more than ever, people need to hear from us!
That means most of us need to be upgrading and modernizing our marketing approach in the Era of COVID.
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How Financial Advisors Can Stay Ahead of Industry Commoditization
/ by Don Connelly / Marketing Yourself / 0 comments
In our second in a series of Critical Issues Facing Financial Advisors Right Now, we focus on perhaps the most significant threat to advisor success, much less survival—the commoditization of the advisory industry. The threat is significant because most advisors don’t even know it’s happening to them. In this extremely cluttered and highly competitive advisory landscape, advisors who don’t find ways to stand out in the crowd get swallowed by a sea of mediocrity, where clients dare not go.
Sound overly dramatic? In fact, it might be understating what is happening. Striving to be a knowledgeable, client-focused, and trusted advisor is no longer enough because that is what clients expect. Advisors must work each day at providing their clients with the unexpected. Otherwise, why should they choose you over any other typical financial advisor? Equally important is why should they stay with you when they can find so many others like you from which to choose?
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6 Marketing Ideas for Financial Advisors Adapting to a Post-COVID World
/ by Don Connelly / Marketing Yourself / 0 comments
The recent COVID diagnosis of President Trump, the First Lady, and a number of other White House staff should be a wake-up call to all of us. Don’t get cocky, and don’t get lazy. While it’s not as lethal as many of us feared in February and March, it’s still a very contagious virus.
So, it’s going to be a while before we can go pressing flesh in person like so many advisors have done for generations. Gone are the Chamber meet-and-greets and going door-to-door doing face-to-face prospecting with business owners.
But people still have financial needs, and we’ve got to find ways to reach them. Don’t get call shy! Now more than ever, people need to hear from us!
That means most of us need to be upgrading and modernizing our marketing approach in the Era of COVID.
Read more
5 Marketing Strategies for Financial Advisors to Ensure Steady Growth
/ by Don Connelly / Marketing Yourself / 0 comments
Never attempt to distinguish yourself on products or price. You won’t win using this strategy. Instead, find ways to differentiate yourself from the competition by offering a service that goes above and beyond.
But before you can prove your worth you need to find and connect with potential clients – because they won’t find you by accident. Here are some potential marketing strategies that could help you get on their radar.
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How People Find a Financial Advisor
/ by Don Connelly / Best Practices / 0 comments
People search for financial advisors in various ways and via numerous channels. To ensure your appointment book is full, you need to identify where your potential clients are searching so you can focus your marketing efforts in these areas.
Potential clients often find a financial advisor in one (or more) of the following ways.
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