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One great PVP – Peerless Value Proposition® that our clients develop is assisting financial advisors with their marketing and the branding of their practice.
It’s a powerful opportunity to assist the advisor because most manage money well but market poorly – at best.
[As published 9/11/2016]
36 years of wholesaling.
Longer than most of us can contemplate slugging out the day to day battle to raise your fair share of assets.
You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.
If you’re like me, part of the thought process is:
While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.
The scope of our learning was broad.
Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager:
Referrals can be the life’s blood of a practice.
They can also be the advisors achilles heel.
So how can your advisors not suffer death by referrals – and how can you build your PVP-Peerless Value Proposition® at the same time?
