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Please Announce Yourself



If the niche you serve is similar to you or your current life stage, you may literally have lists handed or emailed to you that are perfect prospects or influencers. Only these lists are not yet in your emailable database….they may be the soccer team’s roster, your church directory, or the preschool class email list.

So how can you tactfully and clearly let these friends and acquaintances know what you do and how to refer you? Yes, there are the sideline comments or the picnic conversations. They may know you’re a financial advisor. But how well can they explain to a friend what you do? How can you make sure the people you see every week can help you grow your business (without feeling uncomfortable asking them)?

The solution is easy: Prepare your “launch announcement.”

Even if you have been in business twenty years, you can have a launch announcement. The objective of this announcement — ideally sent through email so it can be forwarded — is to let everyone you know understand what, specifically, you do. Here are a few guidelines to follow:

1. Have a reason for your announcement. Launch something. Launch a new web site, a new focus, a new office (include pictures), a new ebook, a new name, or a new partner. Relaunch your business after a hiatus (e.g. “I just returned form Sabbatical, and I’d love your help”), Whatever the reason, you want to position this announcement as noteworthy news, especially for people who do not know you as well. This way it will not come across as “send me a list of referrals, please.” Rather, you’re excited to share your news!

2. No Soliciting – Inform how to help. People want to help people, and it sure is handy if they actually know what you do so they can connect you with the right prospects. This email IS NOT a solicitation to get them to join your email list or to call you and schedule a consultation. You want to educate the reader on whom you help and what you do and directly ask for help.

Example: “I am contacting you because I need help getting the word out as I embark on this new path. If you’re talking with someone who needs help, or you participate in a relevant online discussion forum where people ask for referrals, I would appreciate if you share my name.”

3. Think Holiday Card List. Former and current professional colleagues, work acquaintances, friends, family and anyone else in your address book that would have a clue who you are are on the send list. In the case of the preschool or soccer list, pick out only the families

you have interacted with and only email them. They can share with other families what you do if it matters.

If you have not “announced” yourself in a while, get creative and think about how you can. Then share the news! Keep in mind you may be sitting next to these people at the game next weekend. Make sure you feel good about what you send.

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Advisor Websites
At AdvisorWebsites.com our mission is to assist financial advisors in creating effective, user-friendly, customized web sites. Since 2002, we’ve been a leading provider of web site creation, support and maintenance. Our easy-to-use development process allows you to pick the design elements and information you want without worrying about technical details. That way, you can focus on successfully building and marketing your business. Our head office, located in Vancouver, British Columbia, houses a team of passionate, experienced web developers. A personalized account manager will guide you through the web development process and beyond, offering ongoing technical support and changes to your site if any concerns come up after it goes live. Our business advisory board consists of seasoned professionals from the financial services industry who understand the specifics of the field. They help with marketing material and product knowledge, and if involved, ensure your site passes compliance requirements. No matter the size of your business: from a boutique financial planning consultancy to a large company, we can help you design and maintain a web site that fits your needs. Either start small and build up your web site over time or design a full-service package and tailor it to match the needs of clients and raise your profile. Incorporate your pre-existing branding or develop a style as your business grows. Ask any one of our satisfied clients across North America: our web sites can help your business grow!
Advisor Websites

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Advisor Websites creates compliant, high quality sites for financial advisors. We also blog daily on leveraging your online marketing and social media presence.
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Advisor Websites
About Advisor Websites

At AdvisorWebsites.com our mission is to assist financial advisors in creating effective, user-friendly, customized web sites. Since 2002, we’ve been a leading provider of web site creation, support and maintenance. Our easy-to-use development process allows you to pick the design elements and information you want without worrying about technical details. That way, you can focus on successfully building and marketing your business.
Our head office, located in Vancouver, British Columbia, houses a team of passionate, experienced web developers. A personalized account manager will guide you through the web development process and beyond, offering ongoing technical support and changes to your site if any concerns come up after it goes live.
Our business advisory board consists of seasoned professionals from the financial services industry who understand the specifics of the field. They help with marketing material and product knowledge, and if involved, ensure your site passes compliance requirements.
No matter the size of your business: from a boutique financial planning consultancy to a large company, we can help you design and maintain a web site that fits your needs. Either start small and build up your web site over time or design a full-service package and tailor it to match the needs of clients and raise your profile. Incorporate your pre-existing branding or develop a style as your business grows.
Ask any one of our satisfied clients across North America: our web sites can help your business grow!