Brian Fricke on Creating a Trademarked Client Experience

Show Timeline:
2:28 Brian describes his goal for clients and how he has packaged that into a differentiated offer
6:05 How to help clients think outside the box to achieve their dreams
9:25 Using creative contests to increase engagement and stand out from the competition
17:14 Using targeted questioning to help clients see bigger possibilities
24:20 Integrating videos, with targeted topics, into your communication strategy to drive engagement
27:20 Brian details his process for marketing emails and building awareness
31:25 The role of referrals in business development efforts

Links:

Websites: https://brianfricke.com/, http://www.IncredibleRetirement.com
LinkedIn: https://www.linkedin.com/in/brianfricke/
Twitter: https://twitter.com/BrianFrickeCFP

Want more?

Stephen Wershing: http://advisorchecklist.com/blog/
Julie Littlechild: http://www.absoluteengagement.com/blog

Episode Transcript:

Steve Wershing:             
Welcome to Becoming Referable, the podcast that shows you how to become the kind of advisor people can’t stop talking about, I’m Steve Wershing. One of the topics we visit frequently on this podcast is how to create a unique offer that distinguishes you from other advisors your prospective clients may be talking to. On this episode we talk with Brian Fricke, president of Financial Management Concepts in Orlando. Brian coaches clients on how to create an incredible retirement, which he defines as doing what you want, when you want, and is also a living example of how to do that himself.

Steve Wershing:             
We’ll talk a little bit about where he got these ideas and how he got started in the business wanting to attract people working on their retirement plans, including authoring the book Worry Free Retirement. We’ll talk about his interesting journey of going through that and overcoming the obstacles that he met in promoting a worry free retirement and how that eventually developed into the incredible retirement.

Steve Wershing:             
We’ll talk a little bit about the other kinds of marketing he has created around that idea of incredible retirement, and we’ll talk about some of the successes and failures he had at trying different kinds of marketing out. We’ll talk about the communications that he sends clients on a regular basis, including weekly videos that his clients really like and sometimes share with other prospective clients. It’s a really fun conversation that has a lot of specific tips on things you can do to help separate your practice from your competition. And so, without any further delay, let’s get to our conversation with Brian Fricke.

Steve Wershing:             
So Brian Fricke, welcome to the Becoming Referable Podcast. Thanks for joining us.

Brian Fricke:                    
Glad to be here. I’m honored and happy to be with you.

Steve Wershing:             
Well, we’re happy to have you with us.

Julie Littlechild:               
So are we.

Steve Wershing:             
Exactly. And we’re excited to talk with you because you have a great sense of marketing and you’ve had a lot of really good ideas about how to separate yourself, and that’s really what we wanted to talk with you about today. We’ll just start off where you are now. When you put yourself out to potential clients, you talk to them about helping them experience an incredible retirement. Can you tell us a little bit about that idea and how you talk to people about it?

Brian Fricke:                    
Yeah. I really think it just boils down to we want people to experience the best return on life. I think, to borrow something from a Mitch Anthony, our market, our niche if you will, is focused on retirees so our goal, my goal, is for the clients we work with to experience the kind of retirement that most people just dream about. And that’s how we’ve evolved it to incredible retirement.

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