We are a left-brain industry talking to right-brained clients. As a result, we are likely only occasionally clear and rarely compelling in our client communications and conversations. We are often more comfortable with data, charts, and graphs than with allegory, metaphor, and the power of story. Clients use their minds to inform and justify their decisions, but they likely most often use their hearts to actually make those decisions. Whenever you communicate with a client, we believe you must capture both their hearts and minds so they not only understand the unique structure and capability of your practice and the overarching logic and methodology of your investment strategy, but they also take the appropriate actions.
Wealth managers can facilitate long-term organic growth by finding their ideal client and developing a value proposition that helps create relationships.
Wealth managers can find long-term sustainability with a robust referral network that generates leads through existing clients and strategic partnerships.
Wealth managers should articulate a clear and compelling marketing and branding message to attract more prospects and grow their business.
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This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
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