/ 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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Financial Advisor Branding—Elements to Focus On
/ by Don Connelly / Marketing Yourself / 0 comments
One of the most significant challenges facing financial advisors trying to grow their practice is it takes time, resources, and a well-conceived marketing strategy to get their stories out to the right audiences. While it involves strategically utilizing digital marketing and producing targeted and relevant content, the path must be paved by building a solid brand and reputation.
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How to Add Value to Clients’ Lives
/ 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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Don’t Compare Yourself to Others – Focus on Your Own Success
/ by Don Connelly / Best Practices / 0 comments
Comparing yourself to other advisors and idealizing their qualities while underestimating your own abilities is a self-defeating habit, yet many advisors constantly do this. Believing that there are other advisors out there who are “better”, “more accomplished” or “more successful” than you can set you on a downward spiral because you feel you can’t measure up.
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How to Find What Makes You Different from Other Advisors
/ by Don Connelly / Marketing Yourself / 0 comments
The financial services marketplace is heavily commoditized. There are lots of firms offering basically the same products to the same people, so being the same as everyone else in this industry will not cut it. In order to succeed you need to quickly identify what makes you stand apart from the crowd. Ask yourself these questions in order to find out if you have the unique attributes you need to succeed.
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