Category Archives: Business

3 Ways to Get Your Brand To Go Viral

Share Button

How do some firms and ideas go from nowhere to everywhere in a few short months? All of a sudden a restaurant becomes popular, a gas station gains a cult following, or a Broadway show becomes too popular to get a ticket for years.  Wouldn’t it be great if our businesses could do that? Here are 3 lessons on branding that I think we can apply. 

1. Exploit Your Uniqueness. Being different is risky.

Continue Reading

Present Your Value as a Financial Advisor With The Precision That You Deliver Your Value

Share Button

The industry discussion of advisor fees realistically is not really an issue with fees. The issue is with the communication of the value associated with the fees. Most advisors provide value beyond the assets under management fee structure. But in many cases, the fees are presented only in relationship to assets under management. 

When fees are presented only as AUM-related than the only value really is the investment process that drives the investments.

Continue Reading

Measuring Your Value For Your Clients

Share Button

Value is in the eye of the beholder. The problem is, the beholder – your client or prospect – may not know the value you are delivering. Most of the advisors I have worked with over the years are providing significant value through investment advice, investment selection, planning for the future, retirement income planning, advice, guidance, and above-and-beyond service. So, what’s the catch?

I believe advisors need to message their value more succinctly,

Continue Reading

Five Compelling Tips To Quickly Prove Your Value To Prospects

Share Button

When a business states that they “provide exceptional service” do you think people actually believe this? It is like saying, “trust me” or “the check is in the mail.” Empty statements void of facts are a waste of words today. 

Consider, are you standing out by sharing things about your firm that are truly compelling and different? Or, are you telling people – in so many words – that you will be ‘better’ than their last financial advisor?

Continue Reading

A Powerful Solution for Giving Your Prospects A Clue About Who You Really Are

Share Button

There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?

Continue Reading