First: Some Background

People refer for two reasons; 1) to be helpful, and 2) to look good.

A good brand makes your clients and COIs look great.

A compelling advisor brand positions you as different, better and relevant.

With simple marketing your brand will inspire an abundance of referrals.

When you’re easy to refer, referrals happen frequently – without having to ask.

A good brand inspires referrals.

Referrals account for 75-90% of a professional advisor’s revenue.

Mature practices should expect 100 – 400% growth in referrals once they enhance their brand.


SEVEN Expenses a Good Brand Negates

When you have a good financial advisor brand you won’t need to be good at, or spend money on, these 7 things.

  1. Referral Program
  2. Referral Coach
  3. Cold-Calling or Telemarketing
  4. Sales Coaching on “How to Overcome Objections”
  5. PR Consultant (although this one wouldn’t hurt)
  6. Prospecting Coach
  7. Online or Print Advertising

Do you want to attract more ideal prospects to your practice? Start by enhancing your advisor brand.

Brandtastic Video CourseGo to FinancialMarketingU, register for access to the site. (First 10 Days Free, $19.99/mth afterwards)

Once registered for FMU you can start the BrandTastic Course for Financial Advisors.