Making Authentic Connections

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Building strong, trust-based relationships is at the heart of a successful financial advising business. But those connections don't just happen during one-on-one consultations; they start with your marketing strategy. To stand out from the competition, you need to present yourself and your firm in a way that encourages potential clients to get to know, like, and trust you before they even meet you.

While big corporations rely on clever slogans and slick branding to connect with customers, your clients want to hire a real person – someone with whom they can entrust their financial future. Your marketing is a tool to build that trust, emphasizing the personal connection and hands-on guidance you offer compared to larger, more impersonal firms.

Here’s how to infuse your marketing with your personal touch.

Professional photographs create familiarity and trust

Professional photography is worth the investment. Your marketing is not the place for outdated headshots, selfies, or office snapshots captured on your smartphone. To project a sense of professionalism and competence, you’ll need updated headshots and team photos taken by a skilled professional with proper lighting. And you should always look like the best version of yourself – now – so prospects recognize the advisor they meet in their initial consultation.