9 Tips For A Remarkable Financial Service Practice*

Is your business remarkable?

Remarkable always gets talked about. Marketing starts with having a service that is ‘better’ than the competition, giving clients what they really want, being remarkable and worthy of being discussed by your clients and potential clients.

1. Making promises and keeping them…
is a great way to build a brand. This is one of the ‘first and foremost’ branding lessons. Emphasis on making promises as well as keeping them is required.

2. Your best clients…
are worth far more than your average clients. It starts with knowing who your clients are, then knowing the best of the group.

3. Conversations among the members of your marketplace.
Conversations happen whether you like it or not. Good marketing encourages the right sort of conversations, the ones that create the basis for your word of mouth marketing.

4. You’re viewing marketing as an expense.
Good marketers realize that marketing is an investment.

5. Clients don’t buy what they need.
They buy what they want. Gather as many insights as possible by observing what they do.

6. New ways of spreading your messages and ideas.
Blogs, permission-based RSS information*, consumer fan clubs are quickly proving how well they work. Traditional ways of interrupting consumers (TV ads, trade show booths, junk mail) are losing their cost-effectiveness.

7. The best Marketers convey their messages by telling stories. 
It’s the best way. It’s not even close.

8. Always choose your clients.
They increase your ability to deliver the right story to the others.

9. Reminding the client.
Telling a story they know and trust is a powerful shortcut. The best clients and client knowledge is based on the best relationships.

*Edited from unattributed source. (It sounds like Seth Godin but not sure)
**RSS Stands for Really Simple Syndication. It’s a way to easily distribute a list of headlines update notices and sometimes content to a wide number of people.
The Bellis Method™
Build A Remarkable Business From The Inside Out


Recognizing Opportunities for Growth

Do you have a picture in your mind’s eye of what you want your business to look like? Do you imagine having more 1st appointments.?  How about having consistent new warm qualified 1st appointments with the qualified friends and colleagues of your best clients? Does this sound like you?

Well, believe it or not, if you are an experienced Financial Advisor, no matter your income or that of your clients,  you already have a business that is primed and ready to breakthrough with consistent new warm qualified activity…month after month, year after year.

You can make it happen, if you really want it.  You can access the untapped opportunities that exist within your practice.

Some Advisors are able to do this and do it very well.  And truth be told, their business is basically the same as yours. Like you, they have a bunch of clients they’d love to duplicate. Like you, they desire consistent new warm qualified 1st appointments.  The only difference is that these Advisors have an innate ability to make this activity happen.  You may not have this ability but it’s not necessarily catastrophic.  Like many other things, it’s a business problem to be addressed and solved.

A great first step is finding and working with a mentor who can get you there.  If you choose the right mentor, things should start to happen within 60 days and you’ll be on your way. If it doesn’t happen, find another mentor and give it another 60 days. And so on.

Walt Disney once said, “If you can dream it, you can do it.”

So take a look around.  Do some research.  Know that with the right guidance, you can make it happen.

It’s out there. You just have to find it.

The Bellis Method™
“Building Your Business From The Inside Out”