Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]
Your BRAND = Your REVENUE POTENTIAL How connected is your brand to your revenue? Is your staff in lockstep with your brand and how it’s articulated? Do you live and breathe your brand? In the financial world, almost everyone’s brand is homogenized. Everyone shares the same stock market and [...]
BRANDS aren’t just reserved for huge companies....they’re equally important for smaller ones too, and every individual within them. Getting a grip on your brand can make you, your time, and your company more valuable...check out John Capuano's latest video to learn more.
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Event leads are a critical part of any financial advisor or institution's external [...]
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]
