Fearless Financial Advisor Podcast, Getting New Clients, Marketing

How To Differentiate Your Financial Advisory Practice – Interview with Marion Asnes #FearlessFinancialAdvisorPodcast

January 17, 2017 | by

A marketing focused interview with Marion Asnes on how financial advisors can differentiate their firms. Marion Asnes is the President of Idea Refinery a strategic marketing and communications consultancy for financial service firms. Previously she was the Chief Marketing Officer at Envestnet and Editor of Financial Planning Magazine.

Learn more about Marion Asnes
In This Interview We Discuss…
0:32 – How to differentiate a financial advisory practice managing $100-$500m
02:20 – Know how to grow by segmenting your clients
05:29 – Example – Corporate executives as your niche clients
7:35 – How to handle legacy clients that don’t fit your niche
09:30 – How to build your reputation in the community
12:30 – The power of running events
19:40 – How much marketing do I have to do to get results?
22:22 – How to better communicate with your clients
25:40 – Has it harder to be a good financial advisor today?
30:55 – What advice would Marion Asnes give to his 30 year old self?
Resources
Learn more about Marion Asnes
Marion Asnes on Twitter
Interview MP3