Week 47

Create One Clear and Simple Message

Is it hard for your clients and centers of influence to refer because they can’t explain what you do other than “they invest money” or “they are a financial advisor”? This happens when your message isn’t clear and simple in their minds.

No one is going to do the work to remember a complicated marketing message. It’s your job to create a message that is so simple and unique that people can’t help but remember it—for example, “the financial advisor who helps tech professionals make decisions about their equity compensation” or “the advisor who helps gets your parents’ estate in order before it becomes your responsibility as the executor.”

When you have a clear and simple marketing message, it is easier for your clients and COIs to spread the word about your work.