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The Lady of the Rivers A Novel War of the Roses Philippa Gregory Good Condi
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Alices Adventures in Wonderland Camille Rose Garcia Lewis Carroll Very Good
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Lori Wick Where the Wild Rose Blooms paperback good condition
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Bed of Roses The Bride Quartet Book 2 Nora Roberts Good Book
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A Bed of Roses Bride Quartet Book 2 Nora Roberts Good Book
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The Sapphire Rose David Eddings Good Book
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The Book of Lost Fragrances A Novel of Suspense M J Rose Good Book
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Black Rose In the Garden Trilogy Nora Roberts Good Book
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The Wild Rose Jennifer Donnelly Very Good Book
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Bed of Roses The Bride Quartet Book 2 Nora Roberts Good Book
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Audrey Rose Frank De Felitta Good Book
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Black Thorn White Rose Ellen Datlow Terri Windling Good Book
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Secret of the White Rose Stefanie Pintoff Very Good Book
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Roses Are Red Alex Cross James Patterson Good Book
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A Victorian Rose English Ivy Book 4 Catherine Palmer Good Books
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Roses Garden Carrie Brown Good Paperback
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Bad Bears and Good Bears Twice Upon A Time Crunchies Rose Impey Good Book
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The Demon Hand Bk 3 TSR Fantasy Greyhawk Adventures Rose Estes Very Good
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The Alibi Galaxy Childrens Large Print Books Malcolm Rose Good Book
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My Seduction The Rose Hunters Trilogy Connie Brockway Good Condition Book
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As the Lily Grows Prairie Rose Series 2 Susan E Kirby Good Book
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Wheres China Dia Rose Very Good Book
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Thunder and Roses Fallen Angels Mary Jo Putney Good Book
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The Black Arrow A Tale of the Two Roses Robert Louis Stevenson Very Good Book
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Turning Tables Heather MacDowell Rose MacDowell Good Book
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The Rose and the Key Joseph Sheridan Le Fanu Good Condition Book
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A Winters Rose Silhouette Special Edition No 817 Erica Spindler Good Cond
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Kill Kill Faster Faster A Novel Joel Rose Good Book
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Roses for Christmas The Best of Betty Neels Betty Neels Good Book
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The Tender Mercy of Roses Anna Michaels Good Book
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The Compass Rose Ursula K Le Guin Good Book
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Thunder of the roses A detective novel Manuel Peyrou Good Book
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The Wild Rose Jennifer Donnelly Good Book
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The Maidens Hand The Tudor Rose Trilogy Susan Wiggs Good Condition Book
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Aurora Rose 2 Anne Worboys Very Good Book
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His High Stakes Holiday Seduction Silhouette Desire Emilie Rose Good Book
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Rose Madder Stephen King Good Hardcover
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Paper Roses Texas Dreams Trilogy 1 Amanda Cabot Good Book
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Bitter Thistle Sweet Rose Wildrose Ruth Glover Good Book
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I Can See You Karen Rose Good Book
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Black Rose In the Garden Trilogy Nora Roberts Good Book
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Winter Rose Patricia A McKillip Good Book
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Good Clean Fun Rose Is Rose No 3 by Pat Brady 1987 Paperback
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Old Country Roses ADDRESS BOOK Walter De La Mere Good Book
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Rose Madder Stephen King Good Book
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Banshees Honor Shaylynn Rose Good Book
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I Never Promised You a Rose Garden Pavanne Books Hannah Green Good Book
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One Pink Rose Clayborne Brides Julie Garwood Very Good Mass Market Paperbac
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Paper Rose Diana Palmer Good Book
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Rose Madder Stephen King Good Book
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How Good are you at Tooting your Own Horn? Six Secrets to Writing a Distinctive Brochure

The answer better be “GREAT!” If not, you have a serious marketing problem. Opportunities abound for financial advisors who are willing to be aggressive, provide leadership, and earn trust. It is critical to make certain that people know about YOU.

How do you separate yourself from the crowded playing field of financial advisors? Tell a story for your prospective clients. Create a vision of who you are, what you stand for, and how other clients have benefited from your guidance. Explain the range of services you can provide and the expertise you can bring to each client’s individual challenges. Personalize the experience of working with you.

In this era of confusion and mistrust, it is the personal connection that will draw prospective clients to you. You need a marketing piece to establish your own identity, which is essential when it comes to differentiating yourself from your competition. It empowers your clients and centers of influence to tell your story for you, and it “speaks” for you even when you’re not there to speak for yourself. A corporate brochure, regardless of how nice it is, cannot do that for you. If you want to have maximum impact, you have to start branding YOU!

An effective story achieves the desired result of getting you in front of more qualified prospects. It must answer six basic questions about you and your business:

1. Why are you in business?

Describe the HIGH PURPOSE of what you do. Answer the question (from the client’s perspective), “What’s in it for me?” Be concise; one or two sentences are sufficient. You might also include a Personal Mission Statement and/or a Community Mission Statement.

2. What can your clients expect from you?

Define the VALUES on which you built your business. Articulate the implicit promises you make to your clients. It’s not enough to put nice sounding words like “Integrity” and “Service” on a piece of paper; make sure your story has “teeth.” Take the next step and explain how you plan to deliver on those promises.

3. What do you believe?

Explain your KEY BELIEFS about what to do and what not to do when it comes to investing, managing wealth, etc. Depending on the business model you are trying to build, this could be your Investment Philosophy, Financial Planning Philosophy, Wealth Management Philosophy, or a combination of the three. You will have to call upon your knowledge and experience as an investment professional here.

4. How do you do what you do?

Explain your WORKING PROCESS. Your business model will determine what you do (investment management consulting, financial planning, wealth management consulting, portfolio management, etc.). The goal here is to describe how you do it. Use both images and text. If you’re in the process of evolving from one business model to another, this exercise is especially helpful because it forces you to take a hard look at what you do and how you do it.

5. What qualifies you to advise clients?

Who are you? First, quantify your KNOWLEDGE and EXPERIENCE, including your credentials, professional designations, and positions held over the years. Then, identify who you are outside of work. Include information about your family, interests, personal achievements, and/or community involvement.

6. What makes you different?

Define your POINTS OF DISTINCTION. Tell the reader (listener) why they should do business with you. First, identify the key challenges and frustrations faced by your target audience (business owners, corporate executives, etc.) when it comes to obtaining financial services. Then, prioritize the list, select three to five that you feel are most troublesome, and develop solutions for them. What can you do to eliminate or at least minimize these frustrations for your clients and prospects? The answer to this question will be the basis for your Points of Distinction.

Why should you be spreading the word right now?

Your prospective clients don’t have someone like YOU advising them. Given the uncertainty in the markets and the scandals at the top of America’s largest corporations, they need you now more than ever.

If you have been postponing the creation of a good marketing piece, don’t put it off any longer. If you already have marketing materials but they need to be updated or no longer represent you, make this a front-burner project. Opportunities exist for advisors who know how to lead and who can be trusted. Make sure you let prospective clients know that you are one of those advisors.

Copyright © 2007 Rose Communications, Inc.

About the Author

Eve B. Rose, ABC, CIMA® is president of Rose Communications, Inc. She is a writer and editor who works with financial services companies, both large and small, as well as financial advisory practices. In addition to promotional materials, she writes white papers, newsletter articles, market commentaries, and letters – among other things. Click here to see samples of Eve's award-winning work. For more information, visit www.everose.com or contact Eve at info@everose.com.

Goodbye England's Rose (Candle in the Wind)