In this Financial Technology Spotlight, Jay Mooreland, MS, CFP of The Emotional Investor, and Neal Quon discuss how to stand out and differentiate yourself as an advisor.
One of the greatest challenges for advisors today is how to differentiate themselves. Investment fees, processes and strategies are often indistinguishable from a lay person’s perspective. This webinar will discuss a few ways that you can differentiate yourself clearly, so prospective clients will easily be able to identify what makes you different from others. Discussion of the prospecting/on-boarding process and advisor’s website will be the central focus.
Watch today to learn:
Why a unique process is seldom a differentiator
How to enhance prospecting with perceivable differences
To use your website as a marketing campaign