The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Building Out Your How Story

The second piece of the attract part of the framework, you can also check out episode number 62. And this is building out your how story. This is essentially your ICA and your elevator pitch all wrapped into your process that we were building out in the second phase, the create phase. So your how story is going to allow you to clearly articulate to any prospect. It's a crystal clear image of who you're working with, what their problems are,. What conversation is already going on in their heads, and then how you can solve it.

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