The 52: Simple Ideas to Transform Your Marketing

Week 6

Create a Comparison Chart to Educate Prospects About the Different Types of Advisors

If prospects are shopping around, they will soon be confused about the differences between various types of professionals calling themselves financial advisors. Educate prospective clients during your sales process through a comparison chart showing how an independent RIA is different from the alternatives. This will give you the advantage of controlling the message your prospects hear—instead of your competition. 

P.S. Join us September 24–26 at Bob Veres’ Insider’s Forum, the industry’s premier practice management conference. Use the discount code KALEIDOCREATIVE to save $75 off registration.