Tag Archives: Financial Advisor

The Hidden Reason Prospects Pass on Financial Advisors

Marketing

Stop Doing This – and Start Winning More Clients
Do you know someone who tells the most long-winded stories and often fails to get to the point? Or maybe they have a bad habit of leaving out the most interesting parts until the very end?
Hiding the most relevant pieces of a story within other distracting information is called burying the lede and can be fatal in advisor marketing. The phrase “don’t bury the lede” was originally used in journalism to teach writers how to grab the attention of their audience, but today I’m using it in marketing for the same reason.

Ask These 4 Questions to Unlock Your Unique Value

Marketing

4 Questions to Ask to Determine Your Unique Differentiation

With countless financial advisors offering similar services, it’s crucial for professionals to develop a unique marketing position (UMP) that sets them apart and resonates with their target audience. This article delves into discovering your differentiators and clarifying your value proposition by asking four pivotal questions

Why College Football Players Make Great Clients

Marketing

At Power 4 schools, college football is more than just a game – it’s big business. Many of these athletes are now earning meaningful income through revenue sharing as well as NIL (Name, Image, and Likeness) deals, with some bringing in six or even seven figures before they ever play a down in the NFL. But while their talent generates revenue, financial literacy doesn’t always come with the playbook.

That’s where financial advisors come in.

Are You the Gray Suit Against the Gray Wall?

Marketing

Differentiation in a Crowded Field: Find Your Edge
And if you want to stand out as a financial advisor, here’s the truth: “good” isn’t good enough anymore.
You need to stand out—
for someone. Not everyone. Start with your niche— maybe it’s women in transition, physicians nearing retirement, or family business owners.
Then speak directly to their concerns.

The 3 Marketing Mistakes Nearly Every Advisor Is Still Making

Let’s talk about something that might make you a little uncomfortable – your marketing.
Not because you’re not doing something.
But because what many financial advisors are doing…
Just isn’t working anymore.