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What is your value proposition that sets you apart from other financial planners? Do you use terms like: ‘independent’, ‘wealth management’, ’the best advisor’, ‘actual knowledge’, ‘CFP’, ’trustworthy’ or other features? The problem with this kind of terms is that it’s used by everyone. And it’s also not really compelling. It’s just a feature, while your client is
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As Lennon and McCartney wrote a half century ago, money can’t buy you love. But in today’s world, where people have come desensitized by ad campaigns and marketing slogans , that maxim needs an update: money can’t even buy you like. That’s because we’ve entered the ‘Relationship Age’ where the only path for financial planners
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Healthy competition is inspiring indeed. It encourages you to perform better than the others to succeed and survive. Well, same applies for the financial planning industry too. If you’re a financial planner, then don’t assume that you’re the sole ruler of the industry. You need to be more innovative and communicative with your clients to
