Category Archives: Marketing

Help Prospects Better Understand Fees by Tying Them to Your Value

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When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

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Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

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Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!

What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.

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The Biggest Challenge for Advisors Today: Differentiation

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What is perhaps the biggest challenge advisors are facing with marketing in 2021?

In the cluttered and fiercely competitive advisory industry, it’s standing out from the crowd.

The biggest problem for solo advisors is not technology, nor is it even an economy of scale problem. It is a very big, very real differentiation problem. Today, there is very little to differentiate advisors from one another. 

It wasn’t long ago that offering comprehensive financial planning was a differentiator.

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The Key Difference Between Wanting & Receiving Referrals (and it’s not asking!)

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Prefer to listen over read? Check out this short video!

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.

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5 Digital Marketing Trends That Will Drive Your Success

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Prefer to listen over read? Check out this short video on the 5 Digital Marketing Trends.

Whether you are just starting or have been thriving for decades, your future success will depend on your ability to adopt trends in digital marketing.

While many firms have preferred face to face sales and marketing in the past, this way of doing business has been swiftly overshadowed. The future of digital marketing has hit us over the head and may just be here to stay.

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