I am honored to welcome Scott West to our team of coaches, and to have held this conversation around growth and marketing strategies for financial advisors and wealth advisory firms with him.
Scott works with select, high performing investment professionals equipping them to acquire and retain their optimal clients by personalizing unique and executable strategies.
He is the co-author of best-selling book Storyselling for Financial Advisors.
In this video, Scott and I discuss many concepts including:
Branding strategies for advisors that are centered around storyselling
Scripts for advisors to get more referrals from their client base [learn about our Referralytics program]
Strategies that work for growing a practice as we head into 2023
Methods to better showcase your trustworthiness to your target clients
Top ways to attract new clients in 2023 for advisors
Marketing strategies and ideas for advisors and wealth managers in 2023
Niche marketing for wealth management firms
Organic marketing and storyselling ideas for wealth managers
Digital marketing versus seminars and in-person strategies for RIA’s
And so much more.
You can watch the video below.