Profile Your Successful Clients
Our advisors have discovered that personal biographies about their successful clients help attract new clients. Investor prospects want to know the advisor they choose already manages money for other successful people. An easy way to communicate this is to publish short success stories about your best clients. Post them on your website, incorporate them into your newsletter, make hard copies for your new business portfolio or as part of your hand-out package at seminars and conferences.
These profiles are not intended to be a paean to you, which could create a compliance issue. The profiles are feel-good stories strictly about your clients: their lives, families, careers, achievements, interests, causes and plans for the future. Typically, they are written in a lighthearted or humorous style, depending on each client’s personality, experiences and preferences. Each is distinctive.
We interview your clients, prepare a profile and make necessary revisions with them until they are completely satisfied with their profile. We make it an easy and pleasant experience for them. We are tactful and respectful of your clients.
Our advisors find that once we do the first few profiles, they begin to get requests from their other clients, asking to be the next interview. We’ve heard that clients often ask their advisor for additional copies to give to family and friends. These profiles are a subtle tribute to your clients and a unique marketing vehicle for you. Here are some examples:
Terry Lee
Jim Chiumminatta
Bob Guarrera
Al Tapia
George Poulos
Mary Ann Theisen
Allycyn Bennett
Robert Weir
Dr Rudy Kimmich
Blood & Marrow Transplant Group of GA
Max Hyde
Ron Andrews
Dr Larry Nichter
Anne Pearson