IDEAL Plans Ideal Advisors

Ep 20 Maximizing your Message and your Mission

July 12, 2020 Richard E. Boone Season 1 Episode 20
IDEAL Plans Ideal Advisors
Ep 20 Maximizing your Message and your Mission
Show Notes

In the last episode we provided financial advisors the steps to create an impactful and meaning message that would resonate with their ideal clients.  In this episode we will explore how to maximize the value of that message by ensuring your public understands your brand, your value, and your mission.  It is not a big surprise that many clients really don't know how to talk about their financial advisor.  For many people, and advisor is simply an generic term for anyone who provides financial advice.  But that is doing a huge disservice to both the client and their circle of friends and colleagues.  If clients understand exactly what you can do for them and why your role in their life is so important they may take full advantage of what you can do for them.  And - they may become an advocate by sharing your message with the people they care about.  The stakes are that high.