Is there an effective use of a website to promote the Values-Based Financial Planning™ way of conducting business, especially self-referrals, with prospective clients?

Article ID: 100
Last updated: 20 Nov, 2019

Trusted Advisors have no reason to have a website. Advisors who have websites have them for two reasons:

1. They still think like old-school salespeople and marketers.
2. Work avoidance. It’s easier to work on a website than to ask for referrals, make follow-up calls, and conduct phone consultations. The false hope is that somehow the website will attract Ideal Clients. They don’t. Certainly not at a high enough level to justify the time and money invested.

The same is true for advisors who work on personal branding campaigns to create brochures, press kits, and financial newsletters. These tools are not necessary, but some advisors tend to be attracted to creating websites, brochures, post cards, and newsletters that brag about their credentials and personal qualities to build little monuments to their egos. Really, they aren’t necessary. It’s supposed to be all about your clients, not all about you.

Save yourself the time and money.


Others in this category
b Someone asks me, “What do you do?” After I answer the question, what questions (impactful or otherwise) can I ask that would evoke an emotional response to move things forward?
b On the Financial Road Map® Interview Self-Evaluation Form, what does ‘we are/are not clear about the priority of each goal’ refer to? When are we supposed to discuss ranking the goals in order of priority?
b The participants in happy relationships can sometimes have different ideas about the value of money, goals and how resources can/should be used to accomplish goals. How is this handled by the Bachrach & Associates process?
b I am struggling as I develop a week’s plan that allows for 8 hours for deliverables and 8 hours for Client Acquisition. I need help with a pattern that would involve both the mornings and the afternoon. Other than the patterns in the book, what would you suggest as to how to structure the week?
b Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.
» More articles