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A Category of One; Making Your Mark - Part 1

by Mark Little — last modified Nov 23, 2009 09:00 AM

How should you market your fully comprehensive financial services?

There is no debating that those advisors who offer the most comprehensive financial services to their clients command the highest fees and are the most indispensible to their clients.  However, through my blog (http://blog.trustedadvisortoolkit.com) and the forums on The Trusted Advisor Toolkit™ site I still often hear questions from advisors about how to best “market” their services.

Advisors will ask me if they should create expensive “branding” of their services by way of expensive websites, brochures or other multimedia presentations created for potential clients about their services and them personally.  My responses have always been simple and consistent; the best marketing is being the real deal. Offering fully comprehensive financial services to your existing Ideal Clients is the most effective way to “brand” and “market” what you do.

Next time we will explore what "fully comprehensive financial services" means.

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Weblog Authors

Lorri Morin

Lorri Morin

Mark Little

Mark Little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I was ready to leave the financial services industry; not because I wasn’t financially successful (I had built a multi-six figure business), but because I was overwhelmed. I had waaay too many clients & worked 84 hours per week. Rather than quit my business, I decided to try one last thing: I became passionate about relentlessly creating and implementing organized documented systems and processes into my practice. I was able to reduce my workweek to 3 days a week while quadrupling my income to well over $1 million per year of predictable recurring revenue.

Mark Little

Mark Little