Here’s something to help sweeten the deal this fall.
We’ve spent years working with financial advisors. And guess what? You’re not a robot. Your marketing shouldn’t be one, either. Financial planning is about more than numbers. Good financial planning is built around relationships. You know your clients need more than just an increase in assets. They need someone to guide them, especially with emotional decisions. That type of relationship takes more than clever click funnels or showcasing how smart with numbers you are. It takes emotional connection and trust. That’s not something a robot can do. Your emotional intelligence sets you apart from a robo-advisor, and your marketing should showcase this.
Our marketing services aren’t designed to be a lead machine. They’re designed to build intentional relationships with your target audience through trust, expertise, and emotional connection.
Every quarter we examine the efficacy of our work by taking a deep dive into your metrics. Are we reaching your target audience? Are they engaging with your content? Are your clients bringing up your content in meetings? We take a hard look at the available data to ensure we are connecting with your target audience, building trust, and forging relationships.
Why not schedule a call with Kalli to learn more?
We’re offering 50% off onboarding & setup to the first four advisors who sign up for one of our Full Monty services during the months of September and October.