24min chapter

Between Now and Success cover image

Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients

Between Now and Success

CHAPTER

Cultivating Client Connections

This chapter explores the significance of personalized service in financial advisory, using parallels with the film Doc Hollywood to highlight the importance of small gestures, like baking cookies, to build memorable client relationships. It emphasizes the need for tailored website content and copy that resonates with high-net-worth individuals, focusing on clear communication to attract ideal clients. The discussion culminates in effective marketing strategies, including the use of email lists, intentional language, and creative touchpoints to foster loyalty and distinguish firms in a competitive landscape.

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