Times are changing and so should your messaging. The messaging you have developed over the years may no longer be relevant, timely or serve to engage your target market. If you are looking for a new approach in 2018, focus on implementing strategic changes and educating clients and prospects on how these changes differentiate your practice.

Here is some messaging focused on educating clients on the DOL Fiduciary Rule, transitioning to a Hybrid RIA or Pure RIA, and expanding your services to include financial planning.

1. “We gladly serve as our clients’ trusted fiduciary.” A fiduciary is defined as someone who holds a legal or ethical relationship of trust with one or more parties and serves to prudently take care of their money or other assets. The DOL may now be requiring financial advisors to provide advice in the best interest of their clients, but we always have. We have processes and procedures in place to help ensure our recommendations are compliant and in your best interest. Why would you work with anyone who doesn’t? To learn more, give us a call!
2. “Increased Independence + Leading Technology = More Options” When a financial advisor works exclusively with one custodian, your options are limited. Our structure as a Hybrid RIA (or Pure RIA) enables us to explore and implement solutions beyond what is offered by a sole custodian or broker-dealer. We have recently implemented Orion Advisor Services, which provides us with greater access to third-party vendors and multiple custodians to open the door to even more investment options. To learn more, give us a call!
3. “We Benchmark Success to Achieving Your Goals, Not Investment Returns.” Markets are unpredictable and along with them, so are investment returns. We measure our success at how effective we are at helping you to reach your financial goals, not pursuing investment returns. Selecting the appropriate investments is important, but so is ensuring you are diversified with a plan in place to help you weather volatile markets and stay on track. Let’s see how far you’ve come to reach your goals! Give us a call!

Whatever strategic changes you plan on implementing this year, we can help you devise messaging to educate clients and market your practice. To learn more about the strategies and messaging above, give us a call!