Derek Pollard, PhD's Linkedin Analytics

You want your marketing to be worth the money you spend on it, right? Then it needs to reflect the fact that as an advisor you aren’t invested in hooks, hacks, and the latest hullabaloo. Your current clients already know you’re the best fit for them — because you’ve never stopped leading with the one question that highlights what wealth really means: “How are you doing?” It’s time your prospects had that same experience. You’ll hardly be surprised to learn that of the 6,058 clients surveyed for the latest Salesforce Connected Financial Services Report the majority listed “impersonal services” as the number one reason they’d switch advisors. The truth is, your ideal client is looking for someone they can relate to and trust. Someone who not only makes money make sense but who also cares deeply about them, their family, and their future. That’s *not* something they’re going to find in the tinny sound of an AI chatbot or in the canned content the larger marketing firms are providing. Ready to do something different with your marketing? Click “Get in on the action!” at the top of my profile to learn more and schedule your call!