The Bad News – Your Marketing Story May Suck!

Wondering why your quality best clients are not personally introducing you to their quality best friends and colleagues? Wondering why you have so few brand new, warm quality first appointments?

It’s probably because your “Marketing Story” is not worth talking about.

It’s not remarkable.

However, we’ve talked with countless Financial Advisors and for the most part, their marketing stories are basically the same. Their focus is on how their firm is different, where they went to school, the degrees they’ve earned, how great their numbers are, their charitable work, family, et al.  

Quality best clients and prospects don’t see this kind of story as remarkable.

As soon as you move away from your old marketing story to a new more modern Marketing Story, everything changes. Not only will your clients respond to you, they will also talk about you to their friends and colleagues – you become more remarkable and quality activity goes way up… consistently.

Developing an effective, more modern Marketing Story is a simple and effective process that shows you understand your market and their predominant Worldview…  distrust of Advisors and the Industry (See Darth Vader Post). Any form of puffery or selling will literally and figuratively slam the door.

Think about it.  If you don’t have schedule that’s consistently filled with quality prospect meetings and first appointments that are warm and personally introduced to you by your best quality clients, your story probably sucks.

Financial Advisors need an authentic story....