3 Ways to Know Whether You’re a Top Financial Advisor

According to a recent article on financial-planning.com, 36% of emerging high-net-worth individuals, as well as 37% of HNW and ultra-HNW clients don’t currently work with a financial planner. In a business where trust and reputation are paramount, are you in a place to seize this opportunity and effectively communicate not only the value of the service you provide but your undisputed authority over your competitors?

Maybe you’ve been thinking about starting your own financial practice for a while, and you’ve decided it’s the right time to move forward or cross another “to-do” off of your bucket list. But how do you build your personal “brand” so it stands out from the competition, especially if you’ve always been apart of a group practice?

We’ve worked with some of the best in business when it comes to expert financial professionals and advisors who have risen to the top of their industry.

How do you set yourself up for success as a top financial advisor? Here are three ways you can build your authority status and be considered one of the top industry leaders.

Write the Book. Think about the sheer amount of business cards that get thrown away, lost, or forgotten every year. A published book is simply the ultimate business card because it will sit on a potential client’s desk or coffee table for months, and when the time is right, you’ll magically come to mind.

Get those referrals. No marketing tactic carries the weight of a friend’s referral. People trust their friends and feedback from those who have gone before them. The same holds true when clients are looking for the best financial professional. Take advantage of customer referrals by keeping up with your best clients, tracking referrals, and using your book as a referral tool.

Give interviews. It’s not enough to put yourself out there once, get a few customers, and hope for the best. We also work with our clients to establish trust through media relations and writing articles. As a published author and trusted financial advisor, you’ll be asked to give your expert opinion often – and with every appearance or article, that trust will increase.

Think you have what it takes to be one of the top financial advisor professionals? We’re here to help. Apply now to become our next author and get started on your path to becoming the authority in your field.

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