The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population.
Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of clientele.
That's just one of the many takeaways from part II of our roundtable discussion with attendees from Barron's Top Independent Advisors Summit. Our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you.
See here for part I of the conversation and the detailed blog post I wrote covering six key takeaways from the first day of the conference.
The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors.