July 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before. While this evolution presents powerful opportunities, it also raises an important question: how do we make sure our true voice and authentic strengths still shine through? Following are five ideas to guide you in uncovering and amplifying your natural talents—so that your marketing efforts not only stand out but also feel good and genuinely fun. Whether you’re a seasoned advisor or just starting out, these ideas will help you share who you truly are and build trust with the clients you want to serve.
- Share a short, authentic video explaining what drives you and why you love helping clients. Real stories spark real connections.
- Tie financial planning insights to your core values or life philosophy. This builds relatability and positions you as more than just a numbers person.
- Share anonymized client success stories to showcase how your strengths translate into meaningful outcomes.
- Skip the boilerplate. Let your tone, humor, and interests show—people hire people, not résumés.
- Referrals are the most powerful form of marketing. Let your network know who you love working with—and make it easy for them to refer you by providing tools or templates.
