Many advisers are looking at ways to create their marketing message, their client value proposition (CVP). Some advisers developed theirs a while ago and some just don’t see the importance of creating one, they think that just being good enough is enough! By creating your marketing message you are becoming clear on what the value is that you offer both your potential clients and potential referral partners.
The financial services industry is becoming very crowded (especially with the use of the internet) and unless you can stand out from the crowd you will get hidden, forgotten and worse still never used.
Below are three simple yet effective exercises that clients of mine have used, successfully, to help them create their marketing message, give them a go and see what your message is. Think if you were to go head to head with another Adviser – why would the potential client or referral partner pick you?
Exercise No.1 – write down 3 reasons why your best clients chose you to be their adviser.
Exercise No. 2 – what are the 4 most important outcomes that your client is looking for as a result of engaging your services?
Exercise No. 3 – what are the 3 boldest promises you can make that separates you from the rest?
Tip – Position yourself as the expert, that’s what clients are paying for. People love to use experts, don’t you?