Communicating to prospects about what you do can be a tough task. It is difficult to convert clients unless they realize how you can help them.
With hundreds of advisors trying to woo clients, how do you stand out from the crowd? It all depends on your first impression, i.e., how you position yourself. This is where having a written and well-rehearsed positioning statement can help you make that desired effect.
Here are 9 useful positioning statements from Mark Magnacca’s book ‘So What’. You can try using one of these or perhaps a make a new one which suits you.
- Do you know how many people spend more time planning for their vacation than planning for their retirement?
Well, what I do is help my clients plan for the longest vacation of their lives … their retirement.
- Do you know how most people go to the doctor for an annual checkup?
Well, what I do is provide a physical for your financial health.
- Do you know how frustrating it is when you get lost?
Well, what I do is work as your financial GPS, keeping you on track.
- Do you know how so many people are concerned about outliving their money?
Well, what I do is help my clients create a plan to provide them with a guaranteed income for the rest of their lives.
- Do you know how most business owners are so busy running their business that they do not have time to manage their personal finances?
Well, what I do is help give back hours of time to business owners by managing their portfolio so that they can focus on running their business.
- Do you know how many investors have lost money in the stock market over the last few years?
Well, what I do is take my clients through a four-step recovery process to help them restore their financial health.
- Do you know how most companies have a CFO to help manage their finances?
Well, what I do is work as a personal CFO to help business owners make work optional!
- Do you know how 50% of small businesses fail in their first five years?
Well, what I do is help my clients to manage their assets and liabilities so that they can focus on running their business and be in the 50% that succeeds.
