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Positioning with Keith Abraham
Certainty Advice Podcasts
English - March 01, 2022 18:37 - 18 minutes - 20.8 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Working with Third-Party Specialists
Next Episode: Screening Prospects with Certainty
Advisory teams are constantly positioning themselves. It is proactive or reactive? When approaching new clients, new alliances, new team members or when explaining changes in approach to existing clients, team members or alliances, what thought is given to how to position your message, your strategy, your fee? Having worked with many teams over many years, Keith provides a set of six key framework questions to help make the positioning approach more deliberate and less by chance.