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Marketing tips to attract the right clients and keep them for the longterm

“No one can replicate me.”

As an advisor, how do you stand out from the crowd? It's a client’s market for financial advisors, so it’s crucial to differentiate yourself from the competition.

How can you impress potential clients, while still being genuine?  It all begins with the story you’re sharing through marketing. To attract the right audience for your practice, you have to be authentically yourself in every piece of content you put out.

How to use intentional content to grow your financial practice

You can attract the right client for you by leveraging authenticity in your marketing strategy. From emails workflows to blog posts to your pitch, the key to being intentional with your approach is to look at your practice through the eyes of your desired client. Knowing what your client wants (and what you want in a client) will help you formulate a strong marketing strategy. This formula can then be replicated across various channels and provide a consistent message and tone.

But it doesn’t stop there. 

When it comes to building your brand and your clientele, it’s necessary for financial advisors to keep up with the trends and plan out a strategy for each approach. This requires continuous  learning and strengthening of your expertise. Another avenue to explore is to look to your peers for guidance and inspiration.

How can you measure success with this strategy? Retention.

At the end of the day, keeping happy clients is the best metric for success. By delivering the best client experience, you will start to anticipate what potential clients are looking for and can offer it to them before they even ask.

This is how you’ll stand out - and become a better financial advisor.

My guest Ryan Hughes, provides wealth management services to working professionals in the San Diego region through his firm, Bull Oak Capital. Be sure to visit his site to learn more and connect. 

The Road to One Hundred Million

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