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A different way to articulate your value? Could it work for you? Marketing for Financial Advisers

Home | Marketing for Financial Advisers | A different way to articulate your value? Could it work for you? Marketing for Financial Advisers

18 Jul 2019

A different way to articulate your value? Could it work for you? Marketing for Financial Advisers

by Rachel Staggs | in Marketing for Financial Advisers
A different way to articulate your value? Could it work for you? Marketing for Financial Advisers

What you say about your business isn’t nearly as important as what others say about you. Would you agree?

I’ll assume you agreed!

So, knowing that what others say about you is far more important than what you say can I ask why you don’t have more client testimonials and reviews? Perhaps it’s an issue of time or remembering to ask?

The good news is, there are several ways to get the feedback about the value you add, below are four proven ways.

1. Client surveys – a perfect way to engage with your clients is through a survey and an ideal question to ask them is what value they have gained from your advice. At the same time, gain their approval to use their feedback in your marketing and voila, you have some evidence-based proof about your value.

2. Google reviews – whatever you do don’t shy away or ignore these. As a nation, we are used to reading [and giving ] reviews online, so make sure those that are looking can find great reviews about the value you add. The best way I have found to gain Google reviews is to make it part of your client engagement process; share the Google link with your client once they agree to complete it for you.

3. Facebook reviews – similar to above, if you have a Facebook page, make sure you have some reviews. You can actually shift the menu items on your page so that reviews are at the top.

4. LinkedIn recommendations – once again, very important and an excellent place for people to share the value you have provided to them. You can then share your LinkedIn profile URL, and people can see the recommendations.

Four great ways to get feedback about your value.

Once you have the feedback, make sure you use it on your website and any marketing material. The golden opportunity though is when you are talking to people about your business and value because you can share your thoughts, but then you can back it up with evidence by quoting what your clients say about you.

Do you need some help? Email me rachel@srscc.com.au and we can arrange a time to chat.

Tagged adviser marketing, client communication, financial adviser marketing, financial planner marketing, financial services markeing, marketing for financial advisers, rachel staggs

About Rachel Staggs

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TESTIMONIAL

Rachel has been working with us for some months and I commend her highly to any advice based business seeking to develop a comprehensive marketing plan. Whilst supportive and professional she knows when to call us to account and keep the process on task. She has developed a comprehensive manual and marketing plan for our business which we are both impressed with and excited about implementing. Rachel will continue to consult with us as we take this journey.
Gil Gordon / RI Lower Hunter & Newcastle
We recently engaged with Rachel to 'sharpen up' our marketing collateral and help communicate our unique value proposition to clients. We found Rachel to be knowledgeable, professional and results focused.
Chris Kozaris / Executive Director of Morgans Financial Brighton

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Rachel Staggs

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Rachel has a very personable manner about her which is very refreshing. I have found Rachel to be very approachable and she has integrated her expertise into our business, it is just like having a specialist marketing manager in house. I would highly recommend Rachel within the Financial Services industry as she understands what it takes to succeed in this very niche industry.
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