You have been in practice for 10 years or more
and you want to take your practice to the next level,
but you are unsure about what steps to take,
You have been a financial advisor long enough to develop
your own time-tested system for solving your client’s
issues and you now would like to capitalize on
your unique experience,
Within the last 18 months you moved your financial advisory
practice to a new city or town, and you want a strategy
that builds your practice without wasting your time
or money,
You are both a CPA and CFP, and you
are looking for a marketing approach that’s genuine,
natural, and honest to get out word about your special
expertise,
Your experience, skills, and strengths as a financial
advisor are exceptional and you want to attract
a higher level of prospects,
You would like to be able to separate yourself
from the pack instead of being lost in a sea
of look-alike financial advisors, or
You would like a profitable strategy to gain
a flow of referrals from strategic alliances
with accountants, attorneys, and others so that you can
continuously add to your book.
What’s Missing?
Our financial advisor and financial planner prospects have
one characteristic in common.
They do not have a system to consistently attract
the high quality prospects they desire – the ones
that can make their practice more productive and more
fun.
If you are not where you want to be in 2006, you can get
started now to attract more of your Ideal Prospects and
take your practice to the next level. One of the biggest
success differentiators for top producers versus other financial
advisors is that they have the right marketing plan
in front of their selling.
And with an effective marketing plan you, too, can more
efficiently add to your book week after week. And that’s
why we developed the “Client-Attraction Success System
for Financial Advisors” with a marketing
plan and action guide at its heart.
Our Financial Advisor Clients
Share These Qualities
The clients we help share these characteristics:
They are open to new ideas.
That means they can accept ideas that may be somewhat
different from what you are used to. These may be fresh
ideas from outside the field of financial services.
They recognize that they are more than their profession.
Absolutely, they are professional in conducting their
financial advisory practice.
They aren’t, though, locked into being “professional”
(whatever that means to them) at all costs. This is a
marketing problem because too often it translates into
being bland and boring and not deviating from the way
things “have always been done.”
They are willing to let their individuality shine.
They have integrity.
Sure our clients are ambitious and want to rocket to
the next level for their financial advisory practice.
They are not, though, "stock brokers" pushing
the next great stock or product on their clients.
They are "trusted advisors." They have a deep-down
desire to help their clients gain a more secure financial
future.
They are willing to take action.
Talk does not cook rice.
Chinese proberb
It comes down to this: our clients are willing
to try out the strategies, ideas, and tools spread before
them.
If you see yourself in this picture, then we invite you
to take a look at the
“Client-Attraction Success System” with its
marketing plan or call Bob
Hanson at 1-617-901-6886 for more information.
