Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo
For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects unsure whether the advisor truly understands their needs, potentially discouraging them from becoming a client.
In this episode, we welcome Sara Grillo, a marketing specialist for financial advisors, to discuss how focusing less on an advisor's expertise and more on what their prospects are truly worried about can lead to winning more clients. Sara also shares how to reduce friction in advisior marketing so prospects are more likely to take action and her practical approach to content creation, including how to turn real client questions into high-value content and how targeted content can drive both visibility and referrals.
For show notes and more visit: https://www.kitces.com/489
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For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects unsure whether the advisor truly understands their needs, potentially discouraging them from becoming a client.
In this episode, we welcome Sara Grillo, a marketing specialist for financial advisors, to discuss how focusing less on an advisor's expertise and more on what their prospects are truly worried about can lead to winning more clients. Sara also shares how to reduce friction in advisior marketing so prospects are more likely to take action and her practical approach to content creation, including how to turn real client questions into high-value content and how targeted content can drive both visibility and referrals.
For show notes and more visit: https://www.kitces.com/489
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