The Efficient Advisor: Tactical Business Advice for Financial Planners

010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client


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Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for? Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you to add immense value---which makes you super referable!

In this podcast Libby will give you:

  • A step-by-step exercise on how to craft your Ideal Client Avatar and to figure out where your “sweet spot” is for planning
  • A specific roadmap of questions to ask that will lead you to your laser-focused language
  • Ideas and examples of how to implement these results in different areas of your business (social media, planning process, referral process, and more)


Make sure to grab the step-by-step guide that goes along with this episode here.

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


 



Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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