Key Advice For Financial Advisors to Break Through!

By John Capuano, Co-Founder of Lone Beacon, A Simplicity Company

When it comes to financial planning, all consumers care about is themselves – and that’s all they should care about! So, why is it so hard to break through? Here is some advice for how to break through…

???? ????????????????. Solve a specific problem for a specific type of person in your marketing efforts. Unless you’re doing general branding, DON’T get caught in the trap of casting too wide a net for fear of missing someone. This is especially true when so many firms are marketing on the same general premise about the stock market that we all share.

?????????? ?? ?????????? ?????? ???????? ??????????????????. People care more about their own story than your story. While sharing a founder’s story is important, people really want to know about how you can articulate their aspirational story. Everybody’s different and have different aspirational needs…how are you telling them the story that they want to hear?

???????? ???? ???????? ?????? ????????????. Let them know how important they are to you and your firm. Think about the last big purchase you made… How easy was the transaction? Whether you’re buying a car, or a house, or furniture, or a new suit…the easier the transaction-the better the experience.

You’re more likely to do business with a firm who makes things super simple compared to the ones who don’t. We live in a wildly busy and competitive time. The more you understand these nuances the more time you will save for yourself…and the easier it will be for you to break through.