CHAPTER 3

Getting Attention: Packaging and Positioning Your Value and Expertise

The top professionals understand that the number one reason for their existence as financial services professionals is to market and sell products to existing clients and acquire new ones. Failure or the inability to do this effectively is the number one reason that many professionals and firms do not achieve their full potential. Regardless of the type of financial services business that you operate, you need to have a system in place to attract a steady stream of prospects to build a thriving business. It all begins with packaging and positioning your knowledge and expertise. Positioning your knowledge and expertise is essential for gaining attention and positioning ...

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