Show. Your. Work.
Examples of effective ways to market & display your value as an advisor
Why it Works
The intro is concise, the details are listed in bullet point form & call out a specific client persona, a short story is told, emotions are provoked with "end of life" thoughts that everyone has to consider. He also shows the value of having a conversation with a planner—helping put money & life into perspective.
Note: This tweet received 10.7 million views
Why it Works
Incredible, simple hook (who doesn't want to save money on taxes?), the content is very detailed and applicable to those with stock options and AMT, he shares the value of working with an advisor, the complexity of the calculations, and the emotion of "not having to worry about it"
Why it Works
Another simple, powerful hook (someone may consider their own situation and how impactful a $25k mistake is), shares that AllStreet reviews every tax return for clients, highlights a client persona (wealthy engineer in his 30s), describes the mistakes (QSBS classification), displays the cost of service vs. cost of mistake made ($25k)
Why it Works
Highlights RSUs in the first tweet, speaks to different levels of advisor service, free strategy session, describes what was found in a review, shares the value of "specialists"
Why it Works
Calls out client persona (someone can immediately picture themself, or keep scrolling), shares the value of an advisor in a concise manner
Why it Works
Calls out client situation within the hook, bullet point formatting, posing relevant questions that others may be considering, shares the value of an advisor in helping make a decision
Why it Works
Showing the plan & metrics someone would get as a client, speaking to a pain point of those with existing advisors (long, boring documents)