Don't Be Better, Be Different

The biggest challenge you as a financial advisor face when attempting to attract new clients is providing the prospect a reason to choose you over all other advisors. Too often, advisors try to sell themselves as "better" when they really should be accentuating how they're different.

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Comments (13)
Thank you for articulating what I have been trying to say. I can't promise to beat any special index dujour. But I am certain that I can make the experience they have with me different than what they have experienced in the past. I will work to help them become more engaged. Financial advising doesn't have to be like going to the "dentist"---no offense to any dentists out there :-) We want to be proactive and help you reach goals, but you have to do the work once you leave our offices.
Posted by KELLY S | Tuesday, June 26 2012 at 10:12AM ET
Great article - have shared with colleagues.
Derek - IFA: N Yorks, England.
Posted by derek d | Wednesday, June 27 2012 at 10:53AM ET
One way to be Different - Is to know something Different.

For example, now - more than ever - desperate doctors of all ages are turning to knowledgeable financial advisors and medical management consultants for help. Symbiotically too, generalist advisors are finding that the mutual need for extreme niche synergy is obvious.

But, there was no established curriculum or educational program; no corpus of knowledge or codifying terms-of-art; no academic gravitas or fiduciary accountability; and certainly no identifying professional designation that demonstrated integrated subject matter expertise for the increasingly unique healthcare focused financial advisory niche ...

Until Now!

Ann Miller RN MHA
Posted by Ann M | Wednesday, June 27 2012 at 11:07AM ET
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Posted by dukang1911 a | Friday, June 29 2012 at 5:24PM ET
When you are the beach, the sun does seem awfully bright. You need something to cover your eyes and the choice could be one of these beach caps. These beach caps are supposed to keep away the summertime blues. They are called Patapgonia. The huge bill of these beach caps should your eyes from the sun and a dark underside should keep the glare from your eyes as well. These caps should survive being crush so you can find it later after you spill on your surfboard. These particular beach caps are from nylon and have a water-repellant finish. These beach caps are different from other caps. They are The North Face: Class V hat. They are different because they are 100% nylon Class V fabric treated with a water repellent finish that should help them stand up to going under water. It is engineered to float so it will come up eventually. The lining is especially made to keep sweat away from your face. These beach caps are called the Men's Fischer Hat. They are woven beanies. They have an acrylic cap and an adjustable brim. The brim should help you whether it is rainy or sunny. These breach caps are called Men's Brass Knuckles Hat. They are solid color caps and have a 3-D embroidered logo in front. There is a gold warpaint pin on back. These beach caps are Men's Yo Strider Hat. These caps are usually worn by people who are part of the MLB, NBA and any college team that ever mattered. There is a logo on front and a different logo in back. These beach caps also have logos in back and front. These beach caps do not have an adjustable strap or plastic closure in back. You will need to know your head size when you choose these caps or the caps will not fit you.
Posted by niaflemochri J | Saturday, July 07 2012 at 9:04PM ET
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