Ask an expert: How to become an “uncomparable” advisor
Monday, November 14, 2022
1:00 PM EST | 10:00 AM PST
60 minutes
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Communicating and reaching clients is challenging for most financial advisors because they all look and sound the same to a prospective client. By carving out a position as an expert in a niche, an advisor becomes “uncomparable,” making it easy to stand out from the competition and attract ideal clients. When advisors hone in on their ability to effectively communicate and counsel to a specific set of clients rather than everyone all at once, the impact is effective and valuable.
Learning Objectives:
- Identify the components of becoming “uncomparable.”
- Discern and align your experience and values with those of your prospective clients.
- Understand how specializing in a niche allows advisors to be more effective when counseling clients
Speakers
Kristen Luke
President
Kaleido Creative Studio
Kristen Luke is the president of Kaleido Creative Studio, a marketing consulting firm that transforms Registered Investment Advisors and their employees into experts in a niche, making them “uncomparable” to other advisors. Since 2008, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences, publications, and podcasts nationwide. In 2023, Kristen will publish her first book, tentatively titled “Uncomparable,” which teaches the six components advisors need to address to differentiate themselves from the competition.
Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives
Robert Huebscher is the founder of Advisor Perspectives. Robert is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.
