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.


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