Marketing is your friend. Actually, it’s more than that…

Share This Post

We’re big fans of good marketing. That may not sound like a ground-breaking statement, and you likely say the same, but here’s the thing: good marketing isn’t common in the advisory space.

We’ve been providing professional, thoughtful, creative and effective marketing services for almost a decade, and it’s a favorite (“favourite” if you’re in Canada) thing for us to do for advisors. There are 2 big industry challenges that we see show up for you regularly. One is that marketers want to give you cool messages without knowing anything about you. Let’s face it, how is that even remotely possible when they don’t know your brand, your niche or the message that needs to be delivered.

The other challenge is the commodity challenge you face. The obvious response to being seen as a commodity – or the risk of it – is that you want to figure out how to be different. And it’s a trap. Trying to be different will put your attention in all the wrong places.

The question needs to be, “How can I create a real difference in my client’s (or potential client’s) life?”

If your attention is there, you’ll suddenly be dramatically different as a side-effect of working on the real task: impacting their lives.

More To Explore

Man introducing a woman to another man
What We Do

You Need to Know

Legacy exists to help create the most evolved advisors on the planet. It’s what we do everyday; and we can do it for you. But

Planning

How goals really work.

Sometimes the simplest of things can really help to illuminate bigger, more important things. Take the etymology of the word “goal,” for example. It’s not

Get in touch

Want to learn more about Legacy and how we can help you? Speak to our team today.

Advisors in a meeting