Why don’t I have a consistent stream of 1st appointments with the friends of my best clients?

Because most Advisors, no matter their income or standing, don’t understand or effectively address WORLDVIEW.

The Marketing Challenge for Financial Advisors

Several years ago we conducted a series of focus groups across the U.S. We spoke to a wide variety of market segments including the “millionaires next door”, baby boomers, newly marrieds, upwardly mobile singles, soon-to-be retirees, and retirees… people who are just like your clients. 

What we learned – no matter which segment we interviewed – was that financial advisors and the industry are perceived in a rather unflattering light; “used car salesmen”, “in it for themselves” and “just want to get their hands on my money” were among the comments we heard.

But the one that really stuck with us was this:
“They are all a bunch of Darth Vader’s, working for the Evil Empire”.

Face it. This is the market’s predominant worldview, and it’s your clients’ worldview too.

Your clients, along with your prospects, have some pretty strong opinions about you. 

You have the power to turn them into your best trumpeters… Your advocates.

When you have a good marketing story, one that effectively addresses the worldview, not only will your clients respond to you, they will also talk about you with their friends. 

It’s the key to a consistent stream of quality 1st appointments with friends and colleagues of your best clients.

The Bellis Method™
A Simple and Effective Client Advocacy Program