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Why You Need to Stop Saying You’re Different


While advisors like to promote how they are different from the competition, most actually offer the same basic service: helping clients secure their financial futures.

Stop telling everyone you’re different, because you probably aren’t.

Instead, in your marketing material:

  • Communicate how you work – your approach and processes.
  • Clarify why you take the approach you do and emphasize your particular processes. Why is what you do important to your clients?
  • Explain who you love to work with, so everyone knows if working together is a good fit.

Related: Streamline Your Focus or Waste Your Energy

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