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Bill Bengen’s 4% Rule was a revolutionary insight that changed the way portfolios are managed. To this day his thinking governs modern money management. I was honored to speak with Bill about what it took to generate that level of game-changing insight and how financial advisors who wish to set their brands apart may do the same.
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In my experience, most financial advisors handle online leads poorly after they
Most financial advisors are skeptical that social media can effectively drive leads.
99% of financial advisor marketing is generic, full of clichés and jargon.
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.
I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.
