The power of knowing your clients

Financial advisors know their clients. They can talk for hours about their habits, preferences and needs. But if you ask advisors about their customer journey… you get crickets.

This is wasting a huge resource! It doesn’t take much to leverage your knowledge into a marketing strategy. It just takes putting it down on paper.

So I put together this guide to the customer journey to help. It’s designed just for financial advisors, and I’ve called out how you can transform all of those great details you know about your clients into a marketing strategy that will help you better engage your current clients and win new clients in the future.

Take a look and tell me what you think in the comments.