What Investment Noises Are Your Clients and Prospects Hearing?
Television, radio, Internet, email, snail mail, word of mouth, seminars, newsletters, newspapers, magazines, texts, voicemail, phone calls, and talk at the dinner table. Let’s face it, financial planning and investment advice is everywhere, 24 hours a day, 7 days a week. It never takes a rest.
Financial advisors need to take an information and thought-leadership position with their clients and prospects if they are going to succeed with client retention and converting prospects into clients.
If you are not providing your book of business with current, compelling, and credible information through personal contact (including your website and client communication pieces), you will eventually lose them.
People are not looking for order takers, they are looking for the competitive value-add of a trusted advisor who will rise above the “noise” they hear every day and help them accomplish their financial goals.