How To Differentiate Your Financial Advisory Practice – Interview with Marion Asnes #FearlessFinancialAdvisorPodcast

A marketing focused interview with Marion Asnes on how financial advisors can differentiate their firms. Marion Asnes is the President of Idea Refinery a strategic marketing and communications consultancy for financial service firms. Previously she was the Chief Marketing Officer at Envestnet and Editor of Financial Planning Magazine.

Learn more about Marion Asnes

In This Interview We Discuss…

0:32 – How to differentiate a financial advisory practice managing $100-$500m

02:20 – Know how to grow by segmenting your clients

05:29 – Example – Corporate executives as your niche clients

7:35 – How to handle legacy clients that don’t fit your niche

09:30 – How to build your reputation in the community

12:30 – The power of running events

19:40 – How much marketing do I have to do to get results?

22:22 – How to better communicate with your clients

25:40 – Has it harder to be a good financial advisor today?

30:55 – What advice would Marion Asnes give to his 30 year old self?

Resources
Marion AsnesLearn more about Marion Asnes

Marion Asnes on Twitter

Interview MP3