Tag Archives: Financial Services

The Seven Service Standards To Turn Your Service From Good To Great

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Great service reflects not only on ourselves, but on the business we work at, the industry we work in, and the reputation that is formed through our delivery. 

Zappos recently sent me 2 left shoes (practical only if they also sent me 2 right shoes). The manner in which they handled my situation was inspiring and one of the big reasons I believe they have been so successful. They apologized, shipped new shoes,

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How To Use Content Marketing To Attract Your Best Clients

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Every day we are seeing more financial advisors venturing into the wild world of content marketing. Why? Well, it’s a new, slightly complex, yet proven way to generate new, qualified prospects. So, let’s go over the basics of what you need to know and how to get started. 

1. What is content marketing?  Content marketing is a strategic marketing and business process focused on creating and distributing valuable, relevant, and consistent content. Its purpose is to attract and retain a clearly-defined audience and ultimately drive profitable customer action.

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Get Your Marketing RIGHT in 2020

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I think many people misunderstand marketing. Some businesses will spend a lot of time deciding what they are going to DO for their marketing in 2020. Whether that is hosting seminars or events, running a social media or email campaign, or requesting referrals from existing clients, your approach may be wrong.

I believe you should instead focus more on what you are going to SAY. When you’ve fine-tuned your messaging, you’ll see much better results no matter what your marketing efforts are.

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

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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.

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