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Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham
Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham
ratings:
Length:
105 minutes
Released:
Nov 28, 2017
Format:
Podcast episode
Description
Today’s guest is the CEO of Graham Strategy, a marketing consulting firm that helps financial advisors craft relevant marketing messages to reach their target clientele. Gail Graham has had a fascinating career spanning a wide range of advisory businesses, and she has held a similar marketing role as she moved from the private wealth division of PNC Bank to Fidelity’s Private Client Group, and later to her position as Chief Marketing Officer for United Capital. The experience she has gained over the years means she truly understands what it takes to successfully market an intangible like financial planning services. In this episode, we talk in depth about how to more effectively communicate financial planning and its value, as well as why financial advisors need to get clear about who their ideal client is. We also discuss why it’s absolutely essential to focus in order to find the right marketing messages that really resonate and Gail’s process for finding and refining your own value proposition. For show notes and more visit https://www.kitces.com/48
Released:
Nov 28, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau: David Grau Sr. is an author, former securities attorney, and a founder and president of FP Transitions. Since 1998, FP Transitions has had the goal of matching sellers and buyers of financial practices - specifically, financial advisors hoping to sell the by Financial Advisor Success