How do clients choose a financial advisor? Specifically, how do they sort through the hundreds of options that they have and choose to engage you? Well for starters, they must be in conversation with you - be top of mind and they must perceive you to be highly qualified - top shelf. In this class we will show you practical techniques for building your personal brand and projecting it to your relationships. Particular attention will be paid to how you can establish your identity in the age of distributed social networks where reputation and word of mouth are increasingly critical to success.
About the Instructor
Bill Reeves is a Partner in Comunicato. Comunicato specializes in helping knowledge based service professionals like wealth managers and financial institutions to use technology and tools to broaden and deepen their customer relationships. Bill has a background in leadership at a number of financial service technology companies, helping international and US brokerages and banks develop and deploy the infrastructure to better serve their clients. Prior to that he was a strategy consulting Partner at PricewaterhouseCoopers.
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