Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
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All posts tagged communicating your value
Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
Read More
Gear up everyone. There is a new set of rules for approaching prospects and clients. As we look back on this past year, it is clear the pandemic has left people fatigued, stressed, and frustrated. The ongoing disruption and losses have caused people to reflect on things. Prospects and clients are asking themselves, who is truly bringing value to my life? Who is helping me feel secure amidst all this chaos? Is the money I am spending to work with a financial professional delivering the outcomes and experience I want?
Read MoreYour brand is the identity of your firm. It conveys your business values and the value your clients will experience in every interaction with you. Building a brand takes time and requires thoughtful purpose and care to gain loyalty. Your brand needs to connect with clients in a relatable way so you gain their trust. In other words, you need to speak from the clients’ point of view. The following 5 essential elements in building a brand will help you foster loyalty and a more powerful presence in your marketplace.
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