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Financial Advisor Success

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Feb 27, 2024
Learn how financial advisor Dianne Nolin transformed her firm's marketing strategy by turning a loss-leading service into a profitable revenue stream. She emphasizes clear value communication, client relationships, and knowing when to seek advice. The podcast also discusses special events for top-tier clients, navigating post-divorce financial planning, and the challenges of career transitions in the financial advisory field.
01:30:26

Episode guests

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Quick takeaways

  • Transforming loss-leading services into profitable revenue streams by recognizing their true value.
  • Focus on clear value communication to clients leads to willingness to pay and enhanced client relationships.

Deep dives

Diane Nolan's Strategic Business Success

Diane Nolan, managing partner of Argent Bridge Advisors, showcases her firm's strategic success in converting divorce financial planning into a profitable revenue stream. By recognizing the value provided to divorce clients, they increased profitability by billing accurately for time spent. This transition led to new client relationships, especially post-divorce, fostering growth and enhanced referability within the niche.

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