Financial Advisors Step-by-Step Guide to Creating a Compelling Message

March 22, 2018

Financial Advisors Step-by-Step Guide to Creating a Compelling Message

All the training and research tells us our clients are more than willing to give referrals, but they don’t. Today I’m sharing with you another powerful process for generating referrals: Creating an authentic compelling introduction.

The thing is, generating referrals is not just about asking. A solid flow of referrals starts with a solid marketing plan and clear message. I cannot stress this enough.

Consider the following questions:

  • Do your friends, clients and associates know exactly the type of client you are looking for?
  • When describing what you do does it clearly define your target market and value you provide?
  • Do all of your centers of influence know your area of specialty and expertise?

If you answered no to any of the above questions you will continue to struggle getting referrals.  

If you have trouble describing what you do, how are your clients going to describe what you do?

This is the real problem; lack of referrals is just a symptom.

To generate referrals you must have a compelling message that is repeatable and easy to remember and totally authentic to YOU.

That’s why selecting a compelling message from external sources is a waste of time and energy.  Clearly defining your target market, clarifying your message and solidifying your value are all critical components necessary in order to increase referrals.    

Stop trying to treat the symptoms, and start to focus on the root of the problem. It’s time to develop your compelling message.

Remember very few financial advisors are able to describe themselves in a way that really defines what they do and who they do it for.

Here is your step-by-step guide to stand out! Go create your compelling message now: http://adrimillerheckman.com/compelling-intro   

Ready to turn your practice into one that inspires new interest and motivates prospective clients to take action? Check out our femXadvisor Coaching programs.

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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?

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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!

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Last Name *

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Phone Number *

Are you Male or Female?

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