For the past four years, Scott Bowen Creative has worked closely with financial advisors in brokerage and investing teams and private financing groups to develop print and digital marketing materials. The goal has been simple: turning prospects into new clients.
Together, we’ve tackled, and beaten, the standard criticism of the profession: Financial advisors all do the same thing the same way.
Acting as an editorial consultant, we have helped these teams talk plainly and effectively about their investing and asset allocation processes, their investing philosophy, and, most importantly, how they maintain client relationships. Transparency is the first step in client engagement.
Every financial team has its own personality. And financial advisors are frequently a close, key member of an individual’s or family’s inner circle of advisors, including attorneys and accountants. So potential clients have to find out if a given financial advisory team is the right fit philosophy-wise and personality-wise.
Imagine if there were a Facebook of financial advisors, and potential clients are looking for friends.
With the right editorial direction and revision, your financial marketing materials can make clear how you can create the right relationship with people who make a good match.