Are you subscribed to iris.xyz? I believe that iris.xyz is an invaluable source of advisor-focused information that features some of the best writers in this space. I was particularly impressed by Don Connelly’s article: How to Eliminate the Competition Because You ARE Different. Considering how saturated the advisor-space is, it’s no longer enough to be …
5 Reasons for Advisors to Differentiate Themselves Right Now Read More »
The two consistent elements to successful marketing have always been, and always will be, a clear message and a clearly-targeted niche audience. Eventually, you hope your message will become your brand with the people you ideally want to attract. WHAT COMES FIRST: THE MESSAGE OR THE AUDIENCE? Your message and audience are interlinked and, therefore, …
Advisors’ Best Practices for Creating a Clear Message and Building an Audience Read More »
A visual representation of how and why good marketing happens. Have you considered that you’re competing in the expertise economy? All financial advisors are. You have the expertise to solve the challenges that your ideal client needs help with. You fill that gap, as illustrated below, by offering financial planning services of your design: …
How Good Advisor-Marketing Happens in the Expertise Economy Read More »
In every industry, decision-makers are constantly challenged to improve their offerings, to find new products to better meet client expectations and needs, and, just overall, to continue improving. But you cannot make changes without a reason or a plan, just for the sake of offering something new or refreshing your product. Most likely, if you …
3 Stages To Creating New Offerings That Your Clients Will Value Read More »
Yes, podcasting will make you a better advisor in many ways. I’d go so far as to say that podcasting makes our lives better, one idea at a time. But today, I’ll start by telling you how it can make you a better advisor. It Makes You a Better Communicator Being a good podcaster not …
Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing. In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral campaigns. But as marketing evolves, advisors are faced with the reality that one …
Are you a business development or salesperson who’s asking people to marry you before the first date? Stop being so forward! You may want to close business as fast as possible, but whatever happened to building relationships? In a dating situation, you would probably go on several dates before daring to ask for a long-term …
An Open Letter to All Business Development and Sales People Read More »
Personal branding is a great way to enhance your presence both online and offline. Building your own message and professional image can open doors to opportunities you may have never been considered for. Helping audiences understand more about you and what you do, adds great marketing value to your personal brand, foments trust in you …
How to Build and Maintain Your Personal Brand in 4 Simple Steps Read More »