Strategy 1st --> Tools 2nd when it comes to advisor marketing.

That was my major takeaway after speaking with Kristen Luke about her new book

Uncomparable

The Financial Advisor’s Guide to Standing Out Through Niche Marketing

Highlights from the conversation:

Niche – It is important to not just be better than other advisors, but to be so unique for a set of clients that you cannot be compared.

Overcoming reason not to niche – You don’t have to bet the farm when it comes to establishing a niche. You can simply start with a page on your website and build from there. One experiment to start.

Ways to Niche – Passion, aptitude and a group of people that have the resources to engage with your services.

Time (1 to 3 years) - It does take time. For someone to know, like and trust you there isn’t an easy way to fast forward the process.

Think ecosystem, not funnel – Often we think of marketing as a singular funnel. Kristen explains that it is often the coordination of multiple activities related to a specific niche that builds trust for prospects to become clients.

If you want to learn more for yourself links to her book are available below:

https://www.kaleidocreative.com/book

Full Video Interview
📺 https://www.youtube.com/watch?v=lxbe-M0cdsg