The Two Big Marketing Strategies for Financial Advisors That Most Fail To Use

“Outspoken” “Controversial” “Disruptive” 

These are some of the words that have been used to describe Sara Grillo.

Sara’s on a mission to help advisors rise above the platitudes and sameness they use to describe the valuable work they bring to their clients. 

In this lively interview, Bill and Sara discuss 2 important (but often overlooked) marketing strategies for financial advisors – the concepts of transparency and brevity – and how to use those concepts in communicating your value.

Some of the highlights of this interview…

  • Sara’s challenge to advisors to define the term financial advisor in one sentence without using the words goalsfinancial, or plan – and why this is important.
  • How advisors can distinguish themselves from others through transparency.
  • Why financial advisors should master brevity and examples on using her 2-Sentence LinkedIn Message Formula and her 2-Sentence Elevator Pitch Formula for better concise and highly effective communication.
  • Excerpts from Sara’s 17-Point Self-Assessment advisors can use to measure their ability to communicate with authenticity and brevity. 
  • A powerful perspective on why and how financial advisors can use their knowledge and skills to unify people around shared values and family-oriented practices.
  • Plus other key marketing strategies for financial advisors. 

Related: 8 Ways To Turn Clients Into Advocates for Your Business