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Monday, June 27, 2005

I had an good conversation today with an investment advisor. He's a lawyer, who's does a variety of financial and estate planning; basically comprehensive wealth management. He's looking at doing a campaign designed to bring in new high net worth individuals.

My advice was the following. Take advantage of your expertise. With the knowledge you have, you can generate a variety of content on the Internet. Done right, that can flip the normal sales cycle, where you're trying to generate leads and sell them on yourself. In this case, they can find you, or, at the very least, be referred to the site where they can sell themselves on you, your processes, and your knowledge.
A field like wealth management seems ripe for blog postings about some of the common questions people have. It's a great way to avoid giving what I assume is the same 30 minute speech about "this is who I am, this is what you should know, this is my investment philosophy". Instead new clients would know much of this, be comfortable with it, and be much more ready to jump into some detailed discussions.
Where would I point him?
Some sample blogs to explore are: an economist Phil Town on investing
Personal finance journal of a 22 year old.
You could do a search on "financial blog" on Technorati. I found a link to the business valuation blog. Found a link there to an attorney in Florida, and an estate probation blog.
While exploring, take notes...What do you like? What don't you like? Then we can discuss :)

2 Comments:

Blogger kodiak-runner said...

hiya. though you mention phil town's blog on your post here, the link doesn't go to his site. his site is http://www.philtown.typepad.com.

FYI.

12:29 AM  
Anonymous mjb said...

Wow, a new layout. You are one snazzy guy!

12:36 AM  

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