When people share that they need more
marketing, early on in my career I understood that this is not what anyone
really wants. No one wants more social media posts, advertising, direct mail,
seminars to run, videos created… or more work to do. No, they just want more
interested people to talk with about their services.
Marketing is not about doing more activity, it’s about increasing
the number of people you can impact. In financial services,
The one “thank you” that feels the most sincere is the one that comes from you directly. When someone can hear you say “thank you” – just to them – it feels different. It feels personal. It feels authentic.
If you want to make an impact during this holiday season, consider calling someone or stop by someone’s office and deliver that “thank you” in person.
Why? The “thank you” that is delivered personally takes more effort (and we know it) than sending off an email,
Did you miss The Advisor Thought Leader Summit last week? I hosted the summit with Marie Swift of Impact Communications. The event turned out beyond our expectations! There was a full room, delighted attendees, gracious sponsors and an amazing lineup of speakers including a media personality and producer, multiple New York Times best-selling authors, TEDx speaker, and powerful marketing and video experts. Each attendee recorded their own thought leader video that they now can use online and in their communications.
Can you clearly describe your value? It’s something you should be able to do at any time. If you can’t do it at this time, we’re here to help. Describing your value should be direct, simple, and understandable to grab the attention of your prospects.
Here is our Messaging Your Value Formula that will help you truly stand out:
The problem with growth in business is that it can cause many issues inside the firm to be highlighted or to appear. Growing slow is easy. Growing fast can be challenging, especially when you don’t have an appropriate service model, processes, and/or the right staff in place. Many wish for this “problem” but when it happens to you, it can be like a surprise party you absolutely did not want.
One way to make sure you are meeting the needs of all of your clients during periods of growth and expansion can be done through conducting a survey.
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