Are You Squandering Opportunities to Gain Clients?
Personalized Guidance for Financial Advisors
Your Distinctive Opportunities™ shows you
how to make the most of your efforts.
💠Communicate what's distinctive about you.
💠Appeal to those you want to serve.
💠Build trust through consistency.
Link to the secure Wave accounting system
Your Distinctive Opportunities™
Every occurrence of where you show up is an opportunity to resonate with your ideal clientele.
So how do you come across in all those opportunities? As just another financial advisor who helps people with their money? Or as a distinctive individual perfectly suited to work with others who appreciate your distinctiveness?
It’s important to know the answer and what to do about it.
Your Distinctive Opportunities gives you exactly that.
It’s a personalized, focused, and practical review of how you currently come across—your brand identity. It assesses how you show up in every touchpoint where prospects and clients encounter you.
It maps out an action plan for strengthening your brand identity so you don’t fade into the sea of sameness with other financial advisors.
You'll see what to focus on so your right-fit clients self select.
This offer is a personalized service. I seek to understand you and your business intentions
right from the start. I follow up with custom recommendations that align with you.
We decide together what's best for you.
Link to the secure Wave accounting system
Here's what's included:
💠 Intake consultation
Private call to establish mutual understanding
💠 Comprehensive review of how you currently show up (your brand identity)
Website, social media profiles, videos, outreach materials, and client communications
💠 Structured evaluation in five categories
Professional principles, personal values, work style, specialization, energy signature
💠 Summary of findings
Report of what your brand identity currently communicates to prospects and clients
💠 Consistency assessment
Tally of where your brand identity is reinforced and where it's not
💠 Action plan to shape your brand identity with intention
Prioritized list of where to focus your efforts for the greatest impact
💠 Concluding consultation
A focused clarity session to help you understand what's working, what's misaligned,
and how to intentionally shape your brand to build your ideal clientele naturally.
How It Works
Link to the secure Wave accounting system
You'll gain…
💠Clarity about how your brand is and is not attracting your ideal clientele
💠 Insight into the gap between your current brand and your desired impression
💠 Thoughtful guidance on aligning your brand with your purpose
What clients say…
“This distinctive approach guided me to position myself strategically.
I'm no longer spread thin doing anything I CAN do. I make it known exactly what I WANT to do.
My business is growing like never before, and I’m loving it.”
David Fisher, Mental Fitness Firekeeper, Executive Coach, PQ Mastery Facilitator
Hi, I'm Marylyn King
I believe more people should hire a financial advisor.
Why?
Because I want them to have the financial ability to live their dreams. They would be happier. More free. Able to accomplish great things.
What a better world that would be.
You, as a financial advisor, are uniquely qualified to make that better world. Because it takes money to fund dreams. You can be the Dream Funder™.
I guide you to be a Distinctive Advisor, known for bringing your clients’ dreams within reach.
The larger impact of my work inspires me. If that inspires you, too, let’s get started.
Link to the secure Wave accounting system
