Do you make it easy for someone to become your client, and is it obvious that you and your team care as much about them as people as you care about their money?
Tag Archives | marketing
What’s In A Name?
Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more.
Is It Worth It?
Deciding to do something yourself instead of hiring someone to do something for you is a function of your time, interest, and ability measured against the cost of having someone do it for you.
What Do You Believe?
Clients want to have a solid basis for trusting you; they want to know what you stand for. Start with what you believe. Then briefly explain why you believe it and how it impacts what you do.
Not a Fit
What financial advisors and financial planners should say when a prospective client is not a good fit.
Not Everyone is Ideal
Some clients are ideal and some aren’t. That’s ok – not everyone is ideal.
Defining Your Ideal Client
For financial advisors and financial planners, your ideal client definition should include both quantitative and qualitative factors.
In Praise of the Ideal Client
Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?
The Value of Transformation
As a financial planner or financial advisor, one of the best ways to show your value is through the power of transformation. How have you helped your clients achieve their financial goals?
Shape the Path
Do your website visitors know what’s next? If not, make it easy for them to follow the path you want them to follow.