Your biography catalogs who you are, what you do, why you do it, and how you do it. Consider maintaining two versions—long and short.
By investing time and resources into creating a specific, detailed, ideal client profile for yourself, you are creating a picture of who you are speaking to, what types of financial services they need, and what problems or challenges you can help them address.
While succession planning for your practice may not be top-of-mind, it’s important to start planning not when your departure is imminent, or an emergency occurs, but as you build your business.
The best client service comes when a financial professional not only has the experience clients are looking for, but also the skills clients will be looking for to support their future needs.
Make the onboarding process a seamless first experience for new clients by providing them with a kit that contains information about your services, how you will work together, and what they can expect in your first planning meeting.
Develop a strategy to consistently generate referrals as part of your marketing plan. While you may have several activities that have worked in the past, keep in mind that asking for referrals from clients should be approached in a highly individualized way.
Newsletters enable you to position yourself as an expert, share useful information on the latest developments or trends affecting investing, and keep your readers up to date with news about your firm and your community activities.