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Run Your Business Like A Franchise

What differentiates you from other advisors?

Why should I do business with you? What can I expect as a client? What is your approach to money management? Provide some examples of who you have helped, including names and numbers. How do you do what you do? How do you add value to the services you provide? What type of system do you have for managing new and existing clients?

These are the type of questions clients are asking today. The cookie cutter approach doesn’t differentiate you or your services. You must have systems for all aspects of your business.

The systems are also part of your marketing statement that tell people why they should do business with you and then prove it. If I asked you these above questions, can you answer them in a format that makes you look organized and you have a plan for clients , or are you just winging it ?


Copyright 2003 By: Jay Conrad Levinson and Grant W. Hicks, C.I.M - Co-author of "Guerrilla Marketing For Financial Advisors", Trafford Publishing 2003.

You may use these articles in your marketing, newsletters and web sites as long as you retain the copyright information at the bottom, including the link to our web site and inform us where it is being used as well as sending us a copy of the publication.

Always check with your compliance office and or branch manager before implementing any marketing idea. The information does not constitute a recommendation for the sale or purchase of any securities or insurance.