If you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing: You have to attract the right prospects and repel the wrong ones.
Messaging: You have to connect with the prospect.
Meetings: You have to create an experience that infuses trust and clarity.
Most Advisors execute one or two of these at a high level.
But those excelling at all three are growing the fastest.
David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm’s growth.
You’ll Learn:
- Why SEO might be dying as a marketing strategy
- The “Monument Blueprint Process” to go from prospect to client
- The ‘Peanut Butter and Jelly’ fit strategy for ideal client relationships
- The future of search and the importance of content in AI-driven results
- How they use whiteboards for a collaborative and visual discovery meeting
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