Working out how to be relevant to your clients
Financial Advice & Marketing Ideas & Quick Tips Videos & Sales & Marketing for Professional Services

Working out how to be relevant to your clients

August 24, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

How financial advisors can be relevant to clientsTwo of the key things that all professionals struggle with is firstly to be relevant, and then remaining relevant.


Amongst the most common questions that arise when marketing or client servicing is discussed for professional service firms is: “what do I say or write?


You know what you know…and you know what you want to say….But the clients might want to know something entirely different….


Relevant information is the the really interesting information that fits neatly between what you know all about and want to talk about, and customers immediate areas of interest.


In this quick video we explain the concept of being relevant and how to obtain better engagement with your customers…


Watch the video to learn more…


You might also be interested in this related article:
What is “Good Content” to use in your marketing?
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