One incredibly powerful (and under-utilised) Adviser marketing tool
Quick Tips Videos & Sales & Marketing for Professional Services & Sales Tips

One incredibly powerful (and under-utilised) Adviser marketing tool

July 17, 2019

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights your expertise is the Case Study.  It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals.


It works especially well because if it is done well it links real life examples of the value you create through your expertise for target market clients – just like the people reading it.


Prospects can relate to it. They can empathise.  They can see, or work out, the value of the advice component for people like themselves.


There aren’t really any hard or fast rules for constructing the ideal case study, but there are a few key elements that must be in there if it is to be effective, as we discuss in this weeks Quick Tips video…


…watch the video to learn more… 


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