Financial Advisor Marketing: Five Top Financial Advisor Marketing Strategies To Get Affluent Clients To Love You
Most financial advisors want to get noticed by high net worth clients. To help make this happen, you need to include, in your financial advisor marketing strategy, specific presentation, media and selling techniques that will make you visible to affluent prospects. Industry experts share these financial advisor marketing strategies and more, at this year’s Affluent Summit.
Financial Advisor Marketing Strategy: Make one-on-one time quality time
An excellent financial advisor marketing strategy is storytelling. You can use storytelling to connect with wealthy prospects and clients on a deeper level-even if you’re not yet affluent.
My colleague, Mark Satterfield, of Gentle Rain Marketing, is an expert at storytelling and author of Unique Sales Stories. He shares how powerful mastering the art of sharing stories can be for attracting wealthy clients to your business. This financial advisor marketing strategy is a non-threatening way of engaging high net worth prospects in conversation at social events and can grow your business, exponentially when done correctly.
Financial Advisor Marketing Strategy: How to sell without selling
If you want to work with affluent clients, you need to learn how to selling without be pushy or aggressive. For nearly two decades Sid Walker, founder of Selling Without Wrestling, has been coaching advisors and consultants who desire to work with wealthy clients. The best news… his low key approach has success rates that exceed 90%!
Financial Advisor Marketing: Drive sales with relationship marketing
In our interview, Richard Weylman (affluent expert and founder of the Weylman Center for excellence) shares that average advisors spend only three hours per week prospecting. However, top advisors devote 18 hours a week (six times as much!) to this endeavor. He also shares that advisors attempting to target the wealthy need to replace their USP (Unique Selling Proposition) with a UVP (Unique Value Proposition). By including relationship marketing in your financial advisor marketing plan you can strengthen your relationship and win clients for life. Spending additional time learning about your clients and prospects, showing them that you truly care, and delivering solutions that tackle their specific needs, will go a long way in eliminating competition from other advisors.
Financial Advisor Marketing Strategy: Get comfortable on stage
While it’s great to relate to affluent prospects and clients one-on-one, this may not be the best financial advisor marketing strategy to become a top producer. By learning how to provide persuasive presentations to larger groups you can leverage your time and results. Dr. Topher Morrison, the best-selling author of Stop Chasing Perfection and Settle for Excellence, shared with me subtle but critical techniques that make all the difference when presenting to the affluent. Some of his best advice for speaking to affluent audiences includes bringing emotion into the presentation and making your presentation seamless.
Financial Advisor Marketing: Develop your media persona
To really attract all of the affluent clients you desire, you need to be able to effectively leverage TV, radio, and social media. He shares that podcasts are a great tool advisors can use to attract high net worth clients and prospects to you.
Wayne Kelly, the owner of On Air Publicity and co-host of the Wayne and Jayne show on KBS, in British Columbia, shares insight you need to know to create lasting relationships with media sources, as well as what NEVER to do.
All of these affluent experts (along with 10 others) will be sharing their secrets at this year’s Affluent Summit from April 11-15. This innovative, Web-based conference is a must-attend for anyone who desires to have more affluent clients. To reserve your spot at this exciting FREE event or to learn how to access the interviews after the event is over, simply register online at AffluentSummit.com.
