Can You Explain Your Financial Advice Philosophy?
Marketing Ideas & Quick Tips Videos & Value Proposition

Can You Explain Your Financial Advice Philosophy?

November 17, 2021

by Tony Vidler  CFP logo   CLU logo  ChFC logo

adviser-beliefsAny adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe.

 

Most experienced professional advisers have formed views and opinions about the right way to do things for clients.  They form beliefs, or philosophies about how things should be.

 

Yet, different professionals from the same field often have quite different philosophies on how clients should plan their affairs, and these different beliefs and approaches will resonate with different prospects.  In plain english: if others hold similar views to you then they are far more likely to choose you to do business with.  Therefore if you can define and then articulate your professional philosophies – what you believe – in your marketing it CAN help the right clients choose you, as we discuss in this weeks quick tips video…

 

Watch the video to learn more…

 

You might also be interested in this related article:
 What is NOT a Value Proposition…and what is
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