A Modern Story simplifies quality client acquisition and grows a book filled with quality clients.
We’ve talked with countless Financial Advisors and, for the most part, their traditional stories are basically the same.
These traditional stories focus on how their firm is different, where they went to school, the degrees they’ve earned, their expertise, their charitable work, their family, etc.
If your best clients aren’t regularly warmly referring or personally introducing you to their quality relationships, it’s probably because your traditional story isn’t being talked about.
Traditional stories are not remarkable, so consistent quality client acquisition is difficult, as is growing a large book of quality clients.
A Modern Story “IS” remarkable because it is subtly framed to address the predominant worldview of the market… the well-documented distrust of Advisors and the Financial Industry. (This worldview is a huge obstacle to accessing the network of your best clients’ quality relationships.)
The reason the framing must be subtle is because any form of hype, puffery, or selling will generally shut the door of opportunity.
When you convey this worldview the right way, not only will your best clients respond to you, they will also talk about you and personally introduce or refer you to their network of quality relationships… consistently.
So, to rapidly and consistently increase your quality client acquisition and your book of quality clients, test a Modern Story. It’s easy.
Your comments are welcome and appreciated.
Matthew G. Bellis
Simple, Permission Based Quality Client Acquisition
Matthewbellis1@icloud.com