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Service offering & pricing – 3 of 7 elements in your advisor marketing plan

By August 14, 2020August 13th, 2023Featured, Marketing

Welcome to my video series on how to create a financial advisor marketing plan. Today’s element is focused on creating clarity around your service offering and pricing. I invite you to join me here and work out your plan along the way.  Please feel free to ask questions in the comments as we go.  If you missed Element #2, click here to watch it.  Thank you! 

The 7 Elements of a Financial Advisor Marketing Plan

Element #3 – Service Offering & Pricing

In case you prefer to read…

The third essential element in your financial advisor marketing plan

In this video I talk about the second of seven essential elements in a financial advisor marketing plan.  The third essential element is your service offering and pricing.  Can a prospective client who comes to your website understand what you offer?  Are you tapping into their fears, their aspirations, and answering their questions?  This is essential and often overlooked.

I want you to answer three questions in your service offering:service offering

1. What am I buying?

In other words, “What do I as a client get for the money I pay you?”

2.  How does it work?

You have to outline the process.  Show a step-by-step method that they can get behind and they can understand, “Okay, this is what’s going to happen.”

3.  What does it cost?

Be very clear on your pricing.  Are you charging on percentage of assets?  Do you charge a flat fee?  Are you somewhere in between?  Make sure you’re demonstrating value with your pricing.

When you answer these three questions, you give clarity to your offering which will help attract the right kind of client.

Learn all 7 elements of a financial advisor marketing plan. Click here.

Special thanks to Daynen Biggs, videographer from Superstition Studios for his work on filming and editing these videos.

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Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.

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