Feb 19, 2018
Confident Advisor Practice by Bill Bush with Brother Pete and Chris Sullivan
-Podcast Show Notes-
Summary:
Today on the Confident Advisor Practice from the Horizon Advisor Network, host Bill Bush, Brother Pete and Chris Sullivan of the Horizon Financial Group continue discussing the Confident Advisor Practice scorecard for rating financial advisors and – with a focus on value proposition. They address the 1-3 category that deals with advisors that target anyone with money to invest. The 4-6 category highlights advisors that do anything to get any client. There is the 7-9 category, which is when more than one niche has been refined and the advisor has solidified their reputation. Finally, there is the 10-12 category that addresses creating a unique and specific client experience.
Time Stamped Show Notes:
o 15:51 – Profile your existing clients, who are those people
o 16:02 – Become an expert in that niche
o 16:14 – Build that process and then take that process to market
3 Key Points:
Tweetable Quotes:
- “Once you figure out what you are wired to do, it becomes about sharing that message with others.” – Chris Sullivan.
- “Let’s just face it, in this business, and in anything we do in life, we are always selling something.” – Bill Bush.
- “Make it easy for people to tell your story.” – Chris Sullivan.
- “It’s a matter of defining exactly who you want to work with, what you enjoy doing, and how you best go tell that story.” – Chris Sullivan.
Resources Mentioned: