It creates an incredible opportunity for Financial Advisors
Worldview is a belief or bias that an individual brings to a particular situation.
Approximately 90% of the Financial Services market, including your clients and prospects, share the “not trusted” worldview of the Industry – that Advisors are out for themselves, they’re takers.
We call it “The Darth Vader Complex”. This includes your clients and your prospects.
Though your business may be growing, “The Darth Vader Complex” limits your growth.
Great opportunity lies in effectively addressing this worldview.
When learned and practiced it becomes the unmatched marker that differentiates advisors.
However, using facts and figures won’t work.
You’ll be invisible.
We should know this by now.
A Great Marketing Story works. (read post 12/28)
When it’s right, you are a standout.
Simple and Effective
If you drill down with Financial Advisors, even very successful Advisors, most will say that business would be much more efficient and productive, less stressful, and much more fun if they could consistently schedule and complete new quality first appointments… a filled pipeline.
Ask Advisors to give the characteristics of a quality new first appointment, they ultimately profile people like their best clients.
This “stress, productivity, fun problem” has been around as long as there have been Financial Advisors.
So, two things are for certain.
Advisors have been using ‘inside the Industry thinking’ for solutions.
Advisors are not getting the results they really want.
And you know what Albert Einstein said the definition of insanity is.
So, what if you could shift away from traditional inside the industry approach by doing things just a little differently? By testing small but very significant changes.
Limited risk, for the big reward where your problem is solved.
Coming Soon! Client Centric Marketing
An 8 week course.