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.
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