Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Effective Client Positioning
2024-05-20 • 3 min video

What to Say when Transitioning Firms

Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:

  • Focus on Client Retention: Discover why a successful transition prioritizes a compelling client value proposition.
  • Craft Clear Client Postioning: Develop a clear and specific message outlining the benefits of your move for each client.
  • Evaluate Options Objectively: Utilize client-centric criteria to assess different firm options and their impact on your clients.
  • Communicate Effectively: Learn how to articulate the advantages of your transition in a way that resonates with your clients.

This video is valuable for financial advisors contemplating a firm move and those seeking to strengthen client relationships.

Stream the entire podcast featuring Louis Diamond, President of Diamond Consultants - Financial Advisor Recruiters and Consultants, by clicking one of the links:


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