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Stop Saying You’re Different (Distraction-Proof Advisor Idea Video #102)
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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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This is fantastic. No one is saying this. Operationally and in terms of services, there can be some differences, but advisors universally want to help clients do better financially, be secure, and make smart choices about their money. Paul laying down the truth!
Thanks Chris. Far more effective to just be confident in what you provide and let people know how you help. Easier too when you don’t focus on listing every single item you think you’re delivering over the advisor down the street who isn’t.