Advisor Marketing Made Simple Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)
9 snips
May 7, 2025 In this engaging discussion, financial advisor Rachael Burns, a Certified Divorce Financial Analyst specializing in divorce financial planning, explores how to attract more qualified prospects. She confronts her challenges in appealing to both widows and divorcees while refining her messaging. Key topics include strategies for pre-qualifying leads, navigating the unique financial journeys of her clients, and enhancing her service model to ensure tailored communication. Rachael aims to transform divorce settlements into sustainable income, fostering lasting client relationships.
AI Snips
Chapters
Transcript
Episode notes
Mid-Divorce Clients Are Responsive
- Mid-divorce clients have urgent needs and readily ask for help.
- This niche is highly responsive and easy to market to due to their clear financial struggles.
Train and Qualify COIs Effectively
- Train Centers of Influence (COIs) thoroughly to refer only qualified clients.
- Establish a clear, premium-priced process for mid-divorce clients, linking it to post-divorce wealth management.
Outline The Client Journey Clearly
- Define the client journey clearly from mid-divorce consulting to ongoing wealth management.
- Communicate upfront that the mid-divorce service leads to a long-term relationship post-divorce.