Fighting Financial Advisor Anxiety


Fighting Financial Advisor Anxiety

By Sarah Scorgie

April 1, 2014

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Why The Term ‘Value Investing’ Is Redundant

Warren BuffettWhat does value investing really mean? Q1 2021 hedge fund letters, conferences and more Some investors might argue value investing means buying stocks trading at a discount to net asset value or book value. This is the sort of value investing Benjamin Graham pioneered in the early 1920s and 1930s. Other investors might argue value Read More

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Last month, USA Today reported that many American are nervous – even ashamed – about discussing their finances with an advisor. People worry about being negatively judged by advisors for not having enough money, having too much money or being behind on planning – in short, for not being more knowledgeable about financial planning. USA Today dubbed the trend financial advisor anxiety – and it could be affecting your ability to get clients in the door.

How can you market successfully to prospective clients who envision a meeting with you to be as much fun as a trip to the dentist? Remember that good marketing should make people enthusiastic about engaging with you – after all, you’re there to help. Remove the fear factor with strategies that educate and empower.

Here’s how to help prospective clients educate themselves before walking into a meeting with you.

Educate prospective clients

Financial health is a deeply personal topic, so it’s no wonder that people – whether they have high net worth or are just starting to save – feel self-conscious about how much they don’t know. The best thing you can do? Remove some of the mystery surrounding financial planning and investing.

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