Strategy Highlights
Week 34
________________________________________
Strategy 7: Become the Expert the Wealthy Want
When you consistently provide high-value thought leadership content over time, your audiences will come to regard you as an expert—something that will translate into a considerably more successful practice. There are a number of ways to share your thought leadership content to effectively drive new business from both clients and centers of influence.
Distribute the Flash Report
A key piece of content available to you through CEG Advantage is the Flash Report, a monthly, two-page article on topics of broad interest to affluent individuals and families such as health care, estate planning, family security and power entertaining. When you distribute the Flash Report to your top clients, prospective clients and professional advisors in your community, you launch a multiplier effect that will put you—and keep you—on the radar screens of these key people.
Send VFO Inner Circle Special Reports
The VFO Inner Circle Special Report is a monthly publication of the VFO Inner Circle, a global financial concierge group. As a participant in The Elite Wealth Manager, you have the ability to customize and share individual reports from each issue with your clients and prospective clients. You also may share the reports with your centers of influence, who in turn may customize and distribute them to their own clients and prospective clients. When you send affluent clients, prospective clients and other professional advisors reports of specific interest to them, along with a personal email or letter from you, you will build your positioning as an expert while creating opportunities for conversations that can lead to new business.
Conduct invitation-only presentations
Presentations to select audiences of clients and qualified prospective clients will do double-duty by both building your credibility as an expert in your niche and by bringing people into your discovery process. As a participant in The Elite Wealth Manager, you have access to one of CEG Worldwide’s client-facing presentations, Elite Wealth Planning, along with the companion book of the same name.
Enhance your web site
A well-designed website is a must have for financial advisors. Most prospective clients and potential strategic partners will Google you prior to meeting with you, and virtually all will do so before committing to working with you. If your website does not quickly and thoroughly communicate your credibility and expertise in serving your niche, you will miss out on significant opportunities.
Maximize LinkedIn
Social media provides abundant opportunities to establish relationships with prospective clients. For financial advisors, LinkedIn is often the best social media channel—provided you use it effectively.