Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees.
We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor. Then we compiled all their answers into a word cloud and analyzed them against words top advisors use on their websites to see how the two compare.
Our discovery was just as we suspected. There’s a stark difference between what advisors think clients care about versus what they actually care about.
Watch this video to learn about the 8 traits clients look for in a good financial advisor. Then use them in your marketing to attract more prospects!
If you feel like your marketing is falling into a void, the words you’re using could be to blame. Register for my free webinar on How to Create a Provocative Value Proposition with Apollo Lupescu to learn how to truly articulate your value, so you can reach more prospects and charge what you’re worth.
Have questions or need help with your marketing? Schedule a free strategy session with me and we’ll talk about what’s working with your marketing, what’s not, and which areas could be improved.
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