Throughout my 20 years in the wealth management industry, I've observed a widening gap between ambition and achievement. Many ambitious professionals, despite their dedication, have faced challenges in setting themselves apart. The issue is using generic marketing strategies that create lacklustre results.
In current times, where video and social media reigns supreme, your online presence is non-negotiable. If you're not easily discoverable and personable, it's as if your business is closed for business. I firmly believe that establishing a mission-driven brand with your unique voice enables your ideal clients to locate you. The reality is, your next client is already seeking you out – they just need to be aware of your existence!