Financial Advisor SMART BOOK™
We recently published the 2018 Edition of the Financial Advisor SMART BOOK™. This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors:
- Increase Volume: Generate More Visits & Inquiries
- Increase Client Value: Get Better Qualified Inquiries
- Increase Velocity: Increase Conversion Rates
- Increase AUM and Revenue: Optimize Engagement for AUM growth and Revenue Impact.
[Strategy 2 of 9] Build Persona Messaging For Your Ideal Client Profiles (ICPs).
This is not an abstract exercise. You would be surprised how effective it is when you focus on specific personas, personas that represent the needs and behaviors of your ideal clients.