Why You Need to Stop Saying You're Different

While advisors like to promote how they are different from the competition, most actually offer the same basic service: helping clients secure their financial futures .

Stop telling everyone you’re different, because you probably aren’t.

Instead, in your marketing material:

Communicate how you work – your approach and processes.

Clarify why you take the approach you do and emphasize your particular processes. Why is what you do important to your clients?

Explain who you love to work with, so everyone knows if working together is a good fit.

Related: Streamline Your Focus or Waste Your Energy