With messaging, the key is brevity, specificity, and proprietary.

You must choose your target audience, personalize your marketing to resonate with them, walk them through a proprietary process, and share their experience using effective testimonials!

Learn more about elevating your brand in this episode, as Duncan MacPherson speaks with Seth Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing. They explain how advisors can better focus their marketing efforts on their ideal audience — and then harness the power of AI during the implementation phase.

They discuss:

• The multi-fold benefits of giving your process an identity (i.e., a brand within a brand)
  
• How to garner a newfound appreciation from existing clients
  
• How to use client testimonials in multiple ways and make the most out of them
  
• Using AI to craft content (especially when the average human attention span is at an all-time low)
  
• And more
  

Resources:

• Otter.ai
  
• ChatGPT
  
• Gemini
  

Connect With Duncan:

• Pareto Systems 
  
• 1.866.593.8020
  
• Schedule a Call
  
• Duncan on LinkedIn
  

Connect With Seth:

• LinkedIn: Seth Diener
  
• Diener Money Management
  

Connect With Alex:

• LinkedIn: Alex Lerch
  
• Oak & Stone Advisor Marketing
  

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
  
• ProudMouth – Be Your Own Loud
  

About Our Guests:

Seth J. Diener has over 20 years of investment knowledge and experience. His strength has always been in economic strategies. Through daily research and innovative thinking, Seth provides clients with top-notch investment approaches. With Seth’s lead, his team partners with clients to ensure their financial stability and security, allowing them to work towards pursuing their life dreams.

Alex Lerch helps financial advisors and their firms strategically build their marketing programs. He is passionate about marketing and spends most of his time helping members grow by improving their client touchpoints with a healthy combination of modern digital strategies, traditional advertising, and referral systems. His focus is to guide firms in making decisions that will help their long-term growth.