The business of advice is a very crowded space these days. Advisors need to add value over and above the traditional advisory metrics, they need to bring something differentiated to the table. Sophisticated clients and wealthy clients require us all to be a resource for all the things that matter in their lives - personal and business.

I love working with business owners and C-Suite executives specifically because they keep me on my toes and always press me for more value-added information. These are busy people with lofty goals and little extra time. As an Advisor, your time is also valuable and you wear many hats making it imperative to have a “network effect” for your business. Consider identifying the primary needs of your current client base as well as the needs of your target market. Start building relationships and networking with the experts in the fields that matter to you and your book of business. It’s time to leverage your network to build your competitive advantage.

IF YOU HAVE BUSINESS OWNERS AS CLIENTS/PROSPECTS OR WORK WITH C-SUITE EXECUTIVES, YOU SHOULD BE CONNECTED WITH BRAND STRATEGISTS THAT CAN BRING VALUABLE INSIGHTS TO HELP THEM GENERATE MORE REVENUE, MORE MARKET SHARE, MORE CUSTOMER LOYALTY. DO THAT AND THEY ARE CLIENTS FOR LIFE & KEY REFERRAL SOURCES.

Consider me your outsourced Brand Strategy Partner.

Can you think of another Portfolio Manager of an active fund or any investment for that matter that has the ability to help you prospect this key target market?

Do you know any other investment professional that can help you create or enhance your personal brand or the brand of your team or firm?

Now you do…I’m Eric Clark, Brand Consultant and a dedicated Brands Portfolio Manager.

Send me an email eric@globalbrandsmatter.com or call me 310.776.0501 if you want to chat about brand building and acquiring the ideal clients that understand the importance of a brand.

BUSINESS OWNERS & C-SUITE EXECS

Here’s a sample conversation opener:

Hey Client/Prospect:

Do you have a team dedicated to creating and enhancing your brand?

Do you have someone dedicated to building the competitive messaging for you?

Do you know what your brands real value is in the marketplace?

I work with a team of experts that can help you build a competitive moat around your business. It’s one of many services I offer clients for being clients.