Send me a sample toolkit.

Please complete the form below and we’ll send you a sample toolkit.

Please fill all the fields marked*

*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.

Insights | May 13, 2022

Make it easy.

The people you want to reach have no shortage of options. What they’re short on is time.

And yet, it sometimes happens that when they’re actually ready to take a step forward, the process is unintuitive and time-consuming. Advisors work hard to overcome every hurdle on the way to a new client, only to trip on the very last one. 

So remember to make it easy.

When a user is curious about your service offering, make it easy to find on your site.
When a lead wants to speak with you, make it easy to schedule an appointment.
When a prospect needs more information, make it easy to access and understand.
When a client wants to refer a friend, make it easy for them to connect with you.
When someone is wondering what makes you different, make it easy to see the distinction. 

Doing the thing we actually want them to do—like requesting a meeting or referring a friend—should be the fastest part of the process. For you, it could be a simple matter of adding scheduling software to your site, or it could require a bit more energy. 

But in the end it’s about the people you rely on to maintain and grow your business. Anything that saves them time is worth a little of yours.

Comments are closed.

< Previous Post
Top 5 Lead Conversion Strategies Our Clients Employ
Next Post >
How often should you refresh your brand?

Top Posts

Sign up for our newsletter

Sign up to get growth, branding and practice management tips right to your inbox.

Subscribe for Our Content

Learn how to take your practice to the next level, with ideas and resources from some of the best practices in the industry.

By subscribing, I accept the privacy terms and I give my consent to receive AdvisorBranding e-mails about the latest newsletters.