Who are you called to serve? The answer to this question should be at the very heart of your marketing message.
When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people.
I expand on this concept even more in the short video below. Watch it now to learn:
- How to figure out who you’re called to serve
- Updates to the SEC’s testimonial rule
- How you can (finally!) use testimonials to reach your ideal audience
A huge part of what we do for advisors is getting testimonials for them. If you want to learn more about our testimonial service, click here to get in touch.
For even more tips on how to reach your ideal clients, check out my new webinar on The Truth About Marketing for Financial Advisors. I cover everything I’ve learned over the past 8+ years on how independent financial advisors really get new clients today.