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Everyone finds themselves in a crowded field. There are plenty of insurance professionals and other financial professionals around. If you want proof, look at the Chamber of Commerce membership list. Count the bankers, financial advisors and insurance agents. How do you establish your brand? Stand out in a crowded field? You need an action plan.
|Behold, an action plan
These nine steps should help you develop a strategy to brand yourself.
1. What differentiates your firm from the competition? You need to build a list of at least ten measurable reasons why you are different from the other guys with a big building.
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
