In order to give you an edge over your competition, you need to look and do things differently than they do. You need to stand out. Here are some ideas to jump start your uniqueness…
- Create
fun, unique events that bring in clients and their friends
- Bus tour of Christmas Lights
- A dog-friendly happy hour
- Let the sky and your imagination be the limit
- Help
a controversial cause… or hurt one
- Take
a loud stance for or against a tax law change
- Levy on local taxes
- Change in state taxes
- Advocate for a local cause… save or clean up a park or river
- Take
a loud stance for or against a tax law change
- Find
an alternative place to get your message out
- Tie your financial stewardship rules to those in the bible and approach places of worship with that message
- Offer workshops for Ethical wills at Senior Centers, places of worship and 55+ communities
- Leverage
Timing
- Retailors just had a breach and millions of people’s data stolen? Do a Cyber Security or ID Theft workshop or mailer
- Medicare Enrollment period? Do a Medicare Workshop
- Tax Season? Do a tax reduction workshop
- Instead
of doing everything… Obsess on one element
- Be the safety guy—not just with investments… but everything (ID theft, home security, etc.)
- Be the tax-free investment expert
- Be the “personal pension” expert
