The Efficient Advisor: Tactical Business Advice for Financial Planners 020: 10 Steps to Creating a Pitchable Planning Process
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today!
I get really jacked up about this topic and have a lot to say.
Today’s episode is going to dive into how to package your process in a way that:
- Differentiates you from other advisors
- Creates a clear scope of work so clients know what to expect and what NOT to expect
- Allows you to have confidence in your pricing
- Streamlines your planning process behind the scenes – hello scalability!
I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!
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Links from Today’s Episode
Book --> Built To Sell by John Warrillow
Episode #17: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
Episode #8: Elevate Your Elevator Pitch
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode in one happy place? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.