Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham

Today’s guest is the CEO of Graham Strategy, a marketing consulting firm that helps financial advisors craft relevant marketing messages to reach their target clientele. Gail Graham has had a fascinating career spanning a wide range of advisory businesses, and she has held a similar marketing role as she moved from the private wealth division of PNC Bank to Fidelity’s Private Client Group, and later to her position as Chief Marketing Officer for United Capital. The experience she has gained over the years means she truly understands what it takes to successfully market an intangible like financial planning services.

In this episode, we talk in depth about how to more effectively communicate financial planning and its value, as well as why financial advisors need to get clear about who their ideal client is. We also discuss why it’s absolutely essential to focus in order to find the right marketing messages that really resonate and Gail’s process for finding and refining your own value proposition.

For show notes and more visit https://www.kitces.com/48