How to Differentiate Yourself from the 1 Million Financial Advisors on LinkedIn

How to Differentiate Yourself from the 1 Million Financial Advisors on LinkedIn

"You all sound the same"

My client was told that on a sales call the other day.

He was frustrated hearing that...

...because it wasn't the first time that's been said to him.

Advisors - maybe even you - have heard this over and over and over again...

Pssst...if you hear something enough times...you may start to believe it.

My client asked me rhetorically: "why am I different?"

Here's what I tell every advisor I work with.

YOU...you are the difference.

  • Sure you may use the same software or trading tools as the "other guys".
  • Sure your process may look and sound similar to other advisors.
  • Sure you may get similar results to the "other guys".

But the way you personally solve a problem is unique. There are small intricate details in your process that are proprietary to you.?

YOU are the difference-maker.

It's not a conceded statement...it's an aware statement.

But simply saying "I'm the added value" isn't enough.

You and your process need something more.


Give it a NAME...

The reason the advisors I work with regularly close new business from LinkedIn is because they harness the power of Intrigue.

How do you create intrigue?

You give it a name.

Every advisor I've worked with who can give their process a name has booked meetings on top of meetings because their prospects can't help but ask "what is this NEW thing?"

I'll leave her name out but one of my advisors works very specifically with business owners to reduce their tax exposure.

Doesn't sound that "sexy" at face value right? Nope.?

So we needed to give it a name that would resonate with business owners.

And the TaxHacking? strategy was born.

We just simply combined the buzz words growth hacking with taxes and BOOM you have an intriguing name to a process that would normally be viewed as ho-hum.

Want to separate yourself from the 1 million advisors on LinkedIn today?

Start introducing intrigue into your messaging.


Why do you think Apple releases a new iPhone every year?

Tim Cook doesn't ask his R&D staff to build new iPhones every year to keep them 'busy'...

The iPhone 13 is nearly identical to the iPhone 12...

So...why does Apple come out with a new iPhone every year?

Simple. People BUY NEW STUFF.

In fact, people crave new...novel...and intrigue.

New ideas stimulate your brain to produce dopamine...

Creating loads of desire to learn, hold and possess anything NEW

This is exactly what I teach clients like Raul...who booked 3 meetings in his first week using my LinkedIn messaging method TextTonality? .

Introducing new and novel ideas to prospects is like unlocking a Jedi mind trick.

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They can't help themselves.

They just go ahead succumb to the desire to capture the new idea being presented to them via a LinkedIn message.

Yeah, there's a specific way to frame this up...my clients learned how.

You can too.

There's one of two paths to get there.

You can do what I did 4 years ago...go through a grueling trial & error process to find the "winning" message formula.

Or...

You can just let me show you the formula that has worked for hundreds of advisors to get the quality meetings from LinkedIn they deserve.

The choice is yours.

Rachelle Allen, CFP, CIM

Partnering with Business Owners to Execute a Tax-Efficient Exit & Preserve Generational Wealth Using My Legacy Wealth Strategy | Portfolio Manager, Wealth & Investment Advisor

2 年

Great article, Mike Murphy. 'Give it a name,' simple advice yet so powerful.

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