Since 1933, the finance and banking system has been crippled by legislation and stringent guidelines.
Add to this, the over 76 million Baby Boomers that will retire with an estimated $30 trillion in accumulated assets in the next 20 years.
However, after the serious economic events of 2008 and even including current day, the Boomer’s belief systems have been all but destroyed. To help manage this wealth, a trusted financial adviser is an absolute must.
So, who can they trust? And, how do they find you in the first place?
While you encourage questions about your business, how you operate, and what you offer, not everybody reaching out is qualified. Plus, you may spend a lot of time and unproductive hours every day chasing bad or low quality leads.
However, a ‘formula’ that seems to work well for a professional service business is:
Authority + Trust + Right-Side Marketing = Natural Quality Prospects Attraction
Furthermore, there is mounting evidence of a changing marketplace in the financial services sector that reveals it’s more challenging than ever to attain success online.
While a formula can be a good place to start the process, you must begin to implement the most critical pieces from NEW learning. That includes understanding marketing systems and business building frameworks that match YOUR business. This will eventually improve and meet the goals, lifestyle and service of your highly affluent boomer and senior clients.
STEP 1: Watch this short video.
STEP 2: Download the “How To Sell Financial Services in 2012/2013 Report” (sent via email.)
Eliminate CHAOS in your Financial Advisory Business with a Prescripted Plan.
Register for an educational strategy session (sorry, must watch video first)
“Right-side” marketing is amazing. Register now.
Jon Rognerud and Chaosmap work with Fortune 500 companies, small business and entrepreneurs to create digital traffic strategies that scale up customers, leads and sales with profitable returns. Mr. Rognerud wrote a best-selling book (Buy On Amazon), “The Ultimate Guide To Optimizing Your Website” (Entrepreneur). Connect directly here.