In June, Red Zone Marketing conducted a survey of 641 financial advisors to see how they are operating, what they are facing in their businesses right now, and… how they are marketing given social distancing.
We will release more information about the survey but wanted to start with the top marketing ideas that were uncovered, and our subsequent research into the specific resources for conducting these activities on your own.
The study was conducted June 15-19,
Value is in the eye of the beholder. The problem is, the beholder – your client or prospect – may not know the value you are delivering. Most of the advisors I have worked with over the years are providing significant value through investment advice, investment selection, planning for the future, retirement income planning, advice, guidance, and above-and-beyond service. So, what’s the catch?
I believe advisors need to message their value more succinctly,
The way that Value Propositions are typically created often do not work. Why is that, you ask? Because most of them don’t convey anything memorable or valuable when you use them, and most are not about what the OTHER person actually cares about.
I have been concerned about this for years and as a firm, we have focused on improving this for the advisors we work with. The problem has been defined by a study done by Pershing and multiple articles written on the topic.
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