Advisors are Making the Switch and Profiting From It

October 5, 2017

I get it, making the switch is hard but the impact on your business will be AMAZING and totally worth the effort. It’s not physically hard it’s often mentally hard, but when you make the shift everything in your business becomes easier.  Your activities will become more purposeful and you will become way more productive and profitable.  Once you can overcome the mental roadblocks, former protocol and embrace this fresh new way of doing business the impact and results are immediate and sustainable.

I think most advisors agree the old school approach to building a business is just not working like it used to, it’s archaic and antiquated.  Most advisors I coach recognize that the environment has changed requiring a new approach to building a business. When asked, they too agree they don’t like to be prospected, sold to or closed on so they totally understand why prospects and clients abhor the old methods as well.

But here is the challenge.  While advisors recognize something has to change, when pushed out of the traditional path, when their process acts counterintuitively to what they have been traditionally taught they go right back to the old antiquated habits which leads to slow growth.

Changing your mindset is difficult until you do it.  Even after developing a personal story and unique compelling introduction that is totally authentic to who they are many advisors still struggle to launch.  But the moment an advisor gives this new message and process a try, the reaction from others is so powerful and positive that the rest is history.

There are three essential components to take this leap of faith.

  1. Tribal marketing has become essential in today’s social media world, even a target market is less than effective. Tribal markets can cross demographic groups, genders and professions; it’s not about what they do it’s about who they are.  Tribal marketing is personal and authentic. It allows you to make powerful connections which magnetically attracts more of your ideal client.

  2. Your personal story is the number one tool to building trust. Without a personal story to validate your focus, prospective clients will continue to question your motives leaving a small avenue of doubt which can erode even the best of relationships. Prospects and clients want to know WHY you care about them as such your story will dramatically enhance their desire to work with you.

  3. Your compelling message becomes the basis to your brand. Once developed your compelling message can be woven into any conversation. You can use it as a powerful introduction or integrate smaller components into conversations, intriguing everyone to want to learn more.  By using your compelling introduction, the clarity and brevity of what you say will intrigue, inspire and leave a clear and lasting memory as to who you are and what you do with everyone you meet.   

The world is changing rapidly creating a whole new environment that craves sincerity, authenticity and transparency.

By embracing a new approach to building a successful financial practice that focuses more on ATTRACTING business (rather than chasing business) you will position yourself for accelerated growth leading the industry to changes that are long overdue.   

----------------------------------------------------------------------

Creating your new brand and marketing message is difficult to do from the inside out. My Power Coaching program was created to help advisors create a new focus, brand and image in just 3 months. Learn more about this powerful program here. Power coaching is only offered 2 x per year for a limited time.

 

free gift value statement
Subscribe to Articles
Enter your email address to subscribe to Adri's articles and receive notifications of new posts by email.

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×

Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×