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
Client Centric Marketing means No Prospecting & No Referrals are required… ever
Client Centric Marketing (CCM) is an innovative strategy for new business development. It is simple and effective.
You will develop the mostly dormant assets of your quality clients. These are their quality friends and colleagues – the people all Financial Advisors love to work with.
Learning Client Centric Marketing (CCM) is easy and you will quickly get measurable results.
In as little as 30 days you will create quality client advocates. In 30 to 60 days you will develop warm, personally endorsed, qualified introductions and first appointments.
With CCM for Financial Advisors you create a growing a reservoir of high-value activity and a pipeline of qualified warm introductions and qualified first appointments on a consistent basis.
Growth takes place at your own desired pace because you control the spigot.
CCM is business based and developed outside the financial industry. So it’s distinctive.
CCM allows you to market as you work; learning and testing while you conduct your every day business.
Client Centric Marketing differentiates you from the competition. You will stand out with your clients, their friends and colleagues and the community you serve.
You run your business, it won’t run you.
So you have more free time to spend with your family and friends.
As a result, you will have less stress. Which is a good thing!
Finally, Client Centric Marketing is the key to business simplicity, revenue growth and newfound enjoyment of your work.
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.