The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #020: 10 Steps to Creating a Pitchable Planning Process
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today!
I get really jacked up about this topic and have a lot to say.
Today’s episode is going to dive into how to package your process in a way that:
- Differentiates you from other advisors
- Creates a clear scope of work so clients know what to expect and what NOT to expect
- Allows you to have confidence in your pricing
- Streamlines your planning process behind the scenes – hello scalability!
I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients.
LINKS FROM THIS EPISODE:
Book: Built To Sell
Episode #008: Elevate Your Elevator Pitch
Episode #010: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
Episode #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
TRANSCRIPT/OUTLINE:
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