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Today, I am putting all my cards on the table.
It has been 25 years since I began my branding career, on naming and positioning assignments for organizations including Sun Life, Brookfield, Revera, Kingsett Capital, Oaken Financial, Canadian Tire, The National Ballet of Canada and many more.
It has been 15 years since I narrowed my focus to help elite #advisors at firms including RBC Wealth Management, BMO Nesbitt Burns, CI Assante, Raymond James, CIBC, QFS – and scores of independents – stand out as the one-of-a-kind superstars they are.
I have learned enormously. And I want to share it. I started down that path in 2017 by publishing Attract – my book on personal branding, in which I showed anyone how to uncover their uniqueness and stand out from the pack, thereby attracting to them the right people and opportunities.
In the years that followed, I continued to narrow my focus on working exclusively with advisors – and I started hearing something from them:
My work was getting them more, better referrals.
Why was that a big deal? Because there is barely an advisor alive who would not like a great referral to a great client. And because getting such a great referral is not easy. And because advisors are less than thrilled, for a range of reasons, with many of the referrals they receive.
What exactly is standing in the way of advisors getting better referrals? At least one of The Four Advisor Problems I’ve identified over the past decade-and-a-half:
THE FOUR ADVISOR PROBLEMS
- Saying what you do instead of why you do it
- Saying the same thing as other advisors
- Looking Low Net Worth
- Being Brand Blind
Solve those problems, get more and better referrals.
I am very pleased to tell you that this week, I completed more than 5 years of work spent creating a product, targeted specifically to advisors, that solves The Four Advisor Problems and will thereby help them attract more and better referrals.
➕That product is called Attract for Advisors. It is an online course that you can take in as little as 5 hours. I spent 25 years creating this knowledge and 5 years distilling the very best of it into this course, so advisors can learn and apply it in 5 hours, and attract more and better referrals for many years to come.➕
You may be wondering: Is the course any good? I asked 34-year Sun Life veteran Wayne Miller to be the first person to take it. His feedback was short and sweet:
“The content is exceptional and your delivery is even better.”
👉You can enrol now (or learn all about The Four Advisor Problems by taking my free Masterclass) by clicking here.👈
Thank you Wayne, and the incredible team of experts who brought my vision to life:
Andrea Dubravsky of Genuweb
Donna Santos of Donna Santos Studio
Jeremy Payne
Joel Brigham of Representative Designs
Lindsay Meister
Michael Ball of Initiate Marketing
Tony Hall of See My Clients
PS. You can enrol in Attract for Advisors, or watch my free Masterclass, by clicking here.
