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We talk a lot in the financial sphere about differentiators—what makes you unique? Why should a client choose you over another advisor? Taking this one step further, why would a current client recommend you to their friends and family?
The answer is your client experience.
The number one new business driver for financial professionals is referrals.
When speaking with prospective clients, explaining your differences as “better” than others seems logical. After all, isn’t that why someone would choose us and our business over someone else – because we’re the better business? However, this method is not always effective.
For instance, if someone asks why they should do business with you as opposed to the firm across the street – you begin to give them your list of “betters.” You may not say it by using the word better,
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