How you are perceived and understood by your clients and business partners is so important in a financial advice business, and it comes down to your brand. You probably already have a financial advice business and a brand and are looking for ways to stand out a bit more or position your value better. Below are three refreshing ways that you can consider which may help you steer the ship a little easier.
Idea number one – Be exhilarating, be yourself, be real. How many websites do we see that all read the same in this profession?! If you are looking for ways to differentiate yourself, be refreshing and talk about yourselves. Show us your faces, tell us your stories. Share what’s important to you about running a business, working as a financial adviser, giving advice and working with clients.
Idea number two – Create trust through transparency. We’d all agree that trust is important between a client and a financial adviser so talk about the process that a client will go through. Talk about what they can expect, who you can help and who you can’t. Share your company values, your investment philosophy, show us how we can trust you. Get your clients to tell other potential clients why they should trust you.
Idea number three – Ask for the business. You started the business or became a financial adviser because you want to be able to help people. Don’t be afraid to tell them. Invite them to call you, Skype you or email you. Give them easy ways to contact you. Let them know the name of the person that will be getting in touch with them.