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Anytime I explain what I do, there is some confusion.
No, I’m not a financial planner. I help financial planners market their businesses. To those not in the world of financial services or marketing, this is sometimes a confusing concept.
However, once my profession is clear, inevitably people want to talk about their financial planners with me. I always welcome this feedback because it provides me with further insight into what people are looking for in their financial advisor.
Other Articles by Kristen Luke
Convert Prospects to Clients through Drip Marketing
Five End-of-Year Marketing Tips
Five Marketing Lessons from Schwab IMPACT
Five Ways to Cultivate Professional Referral Relationships
How to Setup a Facebook Business Page
Make the Most of your Networking after the Event
Marketing with LinkedIn: Create Your Own Group
Should You Write Your Own Blog?
Social Media Marketing for the Everyday Advisor
Social Networking is Still Networking
The $3,000 Marketing Plan
Three Ways to Market Your Business Using Facebook
Touch Your Clients 24 Times a Year without Breaking a Sweat
Twitter Your Way to New Clients, Part One
Twitter Your Way to New Clients, Part Two
Which Social Media Tool is Right for You?
It happened again this weekend.
I visited my aunt and uncle in Denver while I was in town for business. They are in their mid 50s, have two kids in college and own a business. For many of the advisors I work with, my aunt and uncle fit their target market.
In the interest of research I asked my uncle how he chose his advisor. He went through his history of working with a broker who had no idea who he was, another firm who was not transparent about fees and finally his current planner who he has been working with for the last year and a half.
I was looking for specifics, so I asked my uncle how he met his current advisor. He said that his advisor came into his shop to purchase a piano (my uncle owns a piano sales and restoration business). They found they had several common interests, so they kept in touch. They had dinner at each other’s houses and the advisor even accompanied my aunt and her friends on their annual 18 mile hike across the Continental Divide. They connected on a personal level before initiating a business relationship. In fact, my aunt and uncle already had plans to have the advisor over later this month to play music and have dinner together.
