Accelerate your Business Growth through Video
with Guests: Laura Garfield
and Sharon Gottula
Includes Q&A Session
Thursday, November 4th at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Especially through this disruption of the past 19 months, when digital media has become one of the most important ways to communicate with clients and prospective clients.
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Give It a Name
2021-08-04 • 20 second read

Take the abstract nature of what you do and make it intuitive and compelling. Give it some personality, identity and make it real. Call your process something. It’s a handle the prospective client can grab onto. It keeps a client locked into you and can also competitor-proof them. It will not only capture money in motion as life unfolds, but also prompts them to be more than a client; to be a referral-generating advocate because you made it so easy to wave the flag. They can communicate this to somebody else and they will get it, too.

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