How Financial Advisors Can Make Their Marketing Message Stand Out

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To be an uncomparable financial advisor, you need a marketing message that is simple, clear, and repeated often. Here’s a framework for creating your message.

Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning. You work with the same typical client: high-net-worth pre-retirees. And you charge a similar fee, approximately 1% of AUM \, depending on the portfolio size.

How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them (i.e., become uncomparable)? You develop a marketing message that is simple, clear, and easy to remember. And you communicate this message consistently.