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?
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?
Don’t assume that people are excited to talk about the core deliverables of your firm. After all, those things are supposed to be there (i.e. sound investments, good service, good food, etc.). What people will remember and talk about are the unexpected things you have done or said that set you apart. And, it’s often the small things that grab their attention.
A memorable interaction should result in leaving something behind with the people you encounter: a thought,
When I started in business I thought (naively) that if I am
good at what I do, word will get around. I have since realized that people
don’t spend their time talking about things that are “good.” People don’t find
a reason to talk about the things that are supposed
to be there (i.e. good marketing, sound investments, good service, good food,
etc.). It’s not exciting enough to work into a conversation.
My son plays college hockey so, needless to say, I’ve seen
quite a few hockey games over the years. Lately I’ve been wondering about the
phenomenon of “getting hot.” A player scores and then he goes on a streak of
scoring. It’s as if he’s seeing the ice and the net differently all of a
sudden. Hot streaks happen in all sports and they are enviable. The same
happens in business.
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