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.
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.,FCSI - Co-author of "Guerrilla
Marketing For Financial Advisors", Trafford Publishing 2003.
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marketing idea. The information does not constitute a recommendation for
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