Our business is your business. That’s why we’re committed to providing you with the right tools to help successfully grow your practice. One of these tools is marketing your practice and building your brand. A key component of building your brand is your unique value offering.
How do you define your unique value offering? It usually starts with your story.
What is your story? Why are you in this business, and how did you get to where you are today? Who helped you along the way? Why do you care about helping people? These are the underlying questions that prospective clients think of but don’t always ask. As we develop your brand, we want to inspire prospects to ask you about your brand, logo, and website, which should prompt you to tell your story.
Almost every financial professional I have worked with has a story. It’s the reason they became a financial professional, and it’s what drives them every day to make a difference. Your story typically uncovers whom you want to help and why. It is also what makes you and your practice unique.
What kind of story should you use?
Your Experience Helping People: I’m sure you’ve experienced several real-life situations that validated the importance of proper wealth planning: clients who came to you too late or lost money due to improper planning. Any experience that made an impact on you can help to define your market and develop a compelling story.