Let’s be real for a second.Â
Competing against the big financial firms can feel like trying to outrun a racehorse on a unicycle. They’ve got the massive budgets, the high production value ads, the teams of people crunching numbers all day.
But here’s the real question to ask yourself: Is that really what people want?
People don’t want to feel like just another number on a spreadsheet. They want to be seen, heard, and valued.
Forget the Cookie-Cutter Approach
Big firms operate by slapping high-volumes of clients into pre-made boxes and sending them down the production line. But you don’t have to go that way because you’ve got something they don’t: the ability to really connect.
When you take the time to understand someone’s unique goals, fears, and dreams, you’re not just offering advice – you’re building trust. And trust is absolutely priceless.
Being a small, independent financial advisor isn’t a disadvantage – it can truly be your superpower. You’re nimble, adaptable, and can offer something the big guys can’t. You can offer a personal touch.
You know your clients by name, not just by account number. You can craft strategies that feel like they were made just for them (because they were). You’re a real person, not a faceless brand. Lean into that! Clients don’t want corporate. They want human.
Flip the Marketing Script
Instead of trying to outshine the big players, take a step back. Think about what you don’t want to be. Are you over the slick, impersonal ads? The jargon-filled nonsense? Honestly, same.
Your marketing should feel like you. Warm, approachable, and completely authentic. Let your clients see the real you, because that’s what they’ll connect with.
The big firms might have the deep pockets, but you’ve got the secret sauce: connection, creativity, and care. So, stop trying to compete on their terms. You’ve got your own game to play, and – quite frankly – you’re already winning.
Your superpower isn’t about being like everyone else – it’s about being unapologetically you.
Ready to Embrace Your Superpower?
Let’s work together to craft a marketing strategy as unique as your business. Book a free Marketing Kickstarter session, and we’ll chat about how to make your business shine.