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Episode 10: 
Automate Your Avatar
Show Notes:
In this episode of The Ultimate Advisor Podcast, we focus on how you can essentially position your messaging to attract more clients you enjoy and repel the others. We discuss automating the communication with your avatar so you can induce more rapport, add value, and garner reciprocity. So, push PLAY and join us as we delve into how to become crystal clear on who you serve.

Read The Transcript Of The Episode:

Speaker 1: This is the Ultimate Advisor Podcast. The podcast for financial advisors who want to create a thriving, successful and scalable practice. Each week, we'll uncover the ways that you can improve your referrals, your team, your marketing and your business operations. Helping you to level up your advising practice, bring in more assets, and create the advising practice that you've dreamed of. You'll be joined by your hosts, Bryan Sweet, who has more than $500 billion in assets under management. Brittany Anderson, the driving force for advisors looking to hire, improve their operations and company culture, and Draye Redfern who can help you systematize and automate your practice's marketing to effortlessly attract new clients. So what do you say? Let's jump in to another amazing episode of the Ultimate Advisor Podcast.

Draye: Hey everyone, Draye Redfern here, and welcome to the Ultimate Advisor Podcast where in this episode we're going to talk about automating your avatar. Now what does that even mean? Well if you listened to the previous episode, which if you haven't done so you should definitely do that now before diving into this one, because we're going to talk a little bit more about your avatar. That ideal client, that perfect client for you and your business, and then how you can more or less automate various facets in the way that you market to them. So lots to cover in this episode and excited to diver right in. So I'm going to lead it off talking about how you can essentially position your messaging to attract more of those right fit clients and repel some of those wrong fit clients.
 So how do we do that? Well first off, in the last episode, Brittany used a great story from one of her coaching clients, and that they basically are the number one producer for their broker dealer, they have a very, very successful business. However, all of the messaging on their site was about them. So they were not very clear about their avatar in the way that they could best communicate that to the person, how they can actually help them. Huge, huge important factor to really knock out first and foremost. That being said, how do we then build relationships and rapport with these different niches that you serve in? Here's the easiest way about that. 
 So we know, and we used some examples in the last episode of how Sweet Financial, a very successful business, separates some of their niches. Women transition and business owners, just two of them. And if we use those two as part of the example here, we also know that women in transition want to be communicated to differently than a small business owner. So what you do is, you have email autoresponder sequences, or email drip campaigns, or email automation, it goes by 10,000 different names, but essentially a way that you can automate your email correspondence to them, to drip it out over time, to help you build a relationship with them.
 Now I'm sure you've probably seen some of those stats that on average it takes like between 18 and 27 impressions on a client or on a prospect to convert them to a client. That's true, but most of those stats are largely in the product based sectors, not necessarily financial services sectors, especially where trust has to be much higher for someone to trust enough to move their assets, their portfolio, maybe their net worth, over to you to manage. So obviously we've got a lot more barriers to cross and as a result we have to have more touches and impressions because it simply takes more than that 18 to 28 impressions. So how do we do that?
 Well the simplest way is to use an email autoresponder service, there's a ton out there. One of the ones that we use and recommend just because it's simple, it's easy, it's affordable, is called GetResponse. Where you can get as little as $15 a month, and that helps you automate much of your email sequences. So once someone opts in for a list, maybe they've shown interest in a meeting that you've had or an event that you've hosted, you can enroll them in this list, and then it could be every day, it could be every other day, it could be every week, they automatically get these emails from you. And it's literally a single service, most of these services are approved by a variety of broker dealers, some of the other big ones out there are Constant Contact. Some of the more robust platforms are Infusionsoft and HubSpot, it just depends more or less what your needs are, and there's literally a service to fit whatever that need is, that's just some of the lower, mid end and high end services out there.
 Once you have that done, once you at least have the framework done, then you've actually got to write the emails for these niches. And again if we know what those niches are, it's easier to write that content. So you can talk to much more of the emotional side of things for a woman who maybe just lost their husband. You can touch on more emotional things, a feeling is, an experience is, or uncertainty, maybe the husband managed all of the finances. Maybe she's out as a looper, maybe she doesn't feel certain in her financial future now that the primary income provider, income earner is now deceased. That is a really emotional time right there, that you don't want to like basically use that to try and manipulate their feelings, but you want to let them know that there are certain things that they may not necessarily consider yet, that if you have these answers, and you can genuinely help them, and you can genuinely add value, that you can dramatically change their life, during this difficult time for the better.
 Now if we take that and we flip it on its end, and we have a business owner who is used to being like in and out, and I'm running 1,000 miles a minute, I just need quick answers, I need quick information, this is what I need. If that's your avatar, great. But that person is not going to want long, more emotional, more thought provoking content that really helps a woman specifically. They're two completely different people. And when you go through that last episode like we talked about, this is like the next step. We have defined those avatars and now we want to custom our messaging, our communication specifically to them. So if you didn't download that example, avatar worksheet in the last episode, go to, go download that avatar exercise, because that may be helpful as you develop some of these processes.
 Because again, you want to make sure that your communication is specifically tailored to them. Now you have this awesome email sequence using a GetResponse or a Infusionsoft, or HubSpot or Constant Contact, there's a ton of them out there, now how do you get people on that list? That's the next question that a lot of people usually then want answers to. And there's a variety of ways, and there's no right or wrong, but there's a variety of ways. We've talked with some advisors in the ultimate advisor coaching program who just do a lot of events, and they just, someone attends an event, and they just enroll onto their email list that way, to build rapport over time.
 We've got other advisors who are running paid traffic, and paid media. Maybe they're doing Google ads and they want to add run traffic, run basically by clicks, from Google to a landing page. And that landing page could be a checklist, it could be a download, it could be all sorts of information that helps that avatar address their specific problem. So again these downloads are going to be tailored specifically to your avatar. So if your catering to women in transition, you know that basically you need to have more emotionally driven content. Maybe your lead magnet, or your download is the 10 Things That You Need to Consider After a Spouse Passes Away. Or the 10 Financial Things That You Need to Consider After a Spouse Passes Away. I'm just ad libbing but that's a simple title that caters to that specific need that someone is experiencing.
 If they're a business owner it can be, the Five Things That Most Business Owners Overlook When Planning For Their Financial Future. Things that actually create curiosity that then cater to their specific need or pain point. These things are very easy to use, and very easy to setup and almost any software service that you use can plug directly into your email autoresponder. That Constant Contact or HubSpot or GetResponse, any of those. And so what this does is, is if you know those avatars, it makes it significantly easier to then cater to that specific person's needs, in the messaging and the way that they like to be communicated to, and then automate each of those facets using some of those softwares to really build that trust, build that rapport, and then really have more of those touches largely almost entirely automated, so you don't have to necessarily worry about it.
 So what it does is, the benefit, you build this trust, you build this rapport, but you also lower the operational load, so you don't have to calendar all these things out, or pen them out to manually follow up with them every so often, it can be almost entirely automated. So what that does is, it pulls a lot of that burden off of the advisor or the support staff and automates that, helps to build that trust in order to really take that to the next level. All of that being said, there's a lot to sort of digest there and probably unpack there Brittany, and I know you've got a lot of things to weigh in on that especially when it comes to the actual creation of it, the copy of it and then how, once it's done once, you could actually use that to then repurpose it over and over again.

Brittany: Yeah Draye actually, you made me think of something while you were talking. Everybody's heard that saying of, treat people the way you want to be treated. Well I would like to say that is incorrect, right? You want to treat people the way that they want to be treated. So one of the most important whys, and Draye I think you did a great job of touching on this just a minute ago, but really the reason, the core why for identifying your avatar is because you want to be able to solve their problems. So that's what copy or messaging it all about, it's really about solving people's problems. You want them to read what you have to offer, to look at what you have to offer, and to have that automatic head nod of yes, that's what I need. Yes, they can help me, yes, that's the problem that I have and they're my solution.
 So that's why it's so important to get to that core of that avatar, and then to be able to, like Draye talked about, consistently nurture that, right? Consistently give them information to have them giving those head nods. So when we look at the purpose in having a copy, right so at Sweet Financial Services, we've actually hired a copywriter to get really deep with us. To really draw out what our core is, who is it that we want to help. So even us who we eat, sleep and breathe this, we know the avatar, we know who our market is, we wanted to get even clearer with that. So that's what we did, that's the route that we went down, but again you can start by downloading the tool that Draye referenced. From the last episode, download that tool, walk through your avatar and decide how it is that you can go about solving their problems.
 Now the other thing that we've seen quite a bit in working with financial advisors, and this is actually something we encounter in all facets, so it doesn't matter what assets you have, what your production is, we see this kind of across the board, is that a lot of times advisors have great resources or great tools at their fingertips. But maybe it's buried on their website, maybe it's in their onboarding packet that only touches you if you give that yes. If your prospect gives that head nod saying, "Yes, I want to at least have a conversation," that's when they get some of these great resources, but otherwise, they're buried.
 So part of what you can do through this sequence, through this direct messaging, is you can actually uncover, or unbury some of the great content that you've already built. So one example that we've done at Sweet Financial Services, is through these nurture sequences, through this automated communication, automated emails that we have going out on a weekly basis, we actually have links that go into our website, that draw them directly to what can solve their problem. So that might be, we have something that we call the retirement readiness centers. So within that it's like a toolbox of these rich tools, that people can use to prepare for retirement.
 Now it's buried in our website, so unless we're telling people, go here to solve this problem, nobody would know about it. So that's part of why we've decided to create the nurture sequence that we did to have that weekly communication to both prospects and actually existing clients as well, because there's tools, there's resources that they can use to solve some of their biggest problems. So that's the importance of having solid copy, of having that consistent communication going out because the bottom line is, your prospects and your clients alike, they don't know what they don't know. If you have great content buried, they're not going to be searching for it, they're not going to waste that time. So you have to tell them where to go, you have to tell them the tools that they can use to solve their biggest problems.
 So Bryan I want you to weigh in a little bit because you mentioned something really, really great in the last episode about the whole attract and repel concept. So I think that you have really gotten deep in this in the last couple of years within the business, and it's just been exponential to us being able to say no when it fits, and for us being able to say yes when it fits also. So I think you should talk a little bit on that and how that's really impacted our ideal client.
Bryan: You bet Brittany. Our three niches, or our three avatars as Draye alluded to are a concept called smarter business, which is dealing with business owners and entrepreneurs, a concept called women forward which is dealing with women in transition, and then our financial planning process is called the dream architect. And the dream architect is really for people five to seven years from retirement, or those in retirement. And we try to draw from a radius of 60 miles, because we've found that people will come 60 miles, or drive 60 miles to experience what we do, because it is so different. But a couple of interesting things that take off on what you said is, those are really the only things that we actually put out into the public, that give us our message.
 So we want people, when they think of Sweet Financial, to think of dream architect, business owners or women in transition. And we have just found that when you have that very clear message, that's why we use a specific copywriter for each of those niches, is it's easier to work within each of those niches as they each have similar problems and similar concerns. And when you get that message really clear that drills down into what issues and problems and things that you can do to help them overcome concerns and problems that they have, they may not want to work with you today, but if you do this drip campaign that Draye alluded to, it's an amazing scenario that once they lock in or opt in, is the official term, it's an automated sequence where every so many days, they get some message that's crafted to that specific niche.
 They can click and do some things, but there's a sequence that depending on if they elect option A or option B then they'll continue to get messaging. And as Draye alluded to, one of the crazy things that happens, and I think one of the reasons advisors don't have as much success as they should, is they give up too soon. And they don't follow up, or they don't have the contacts with clients. Because it takes lots and lots, and lots of follow up, for a couple reasons. One they got to trust you, as Draye alluded to, two, they've got to have one of the problems that you're able to solve. And so you might get a message out in front of them, but at the moment they hear you for the first time, they don't have that issue.
 But if you have a way of continuously getting that information in front of them, when that problem comes up they're going to go, "Oh I think I heard Sweet Financial, weren't they the ones that helped me solve that?" And that's when they would engage with you. So the more you can keep your message in front of your avatar, when they're ready, you'll be ready. And the great thing about automating is, is that it's literally once you set it, you can pretty much forget it. Now you want to make sure that the messaging works and there's different things where you cross test and do things like that, to make sure that your message is working. But it does allow you to get whatever it is that you are trying to attract, in front of people on a continuous basis, and it also then repels people.
 Because if they don't have these problems, or that information isn't fit with what your particular message is, there's no way that they'll call. And as the other episode alluded to, it's so much more fun working with your ideal clients, and as Brittany alluded to, we all have big pain points when you lose a client. But if you really look at it when you do lose a client, I will tell you most of the time, it isn't going to be your avatar or your ideal. And if you know that upfront, and you don't collect any new clients that don't fit that, the chance of you having to have a client leave or having to ask a client to leave really gets minimized. So Draye any other comments that you have on that?
Draye: I think there's a lot, a lot there and I think you've hit the nail on the head. It's just really being clear on who you serve because it's so much more fun when you work with people that you actually enjoy spending time with, and enjoy working with. And that's certainly one portion of it, but by automating a lot of these things, by automating the communication with your avatar, it really does go a long way to have more of those deep, long lasting, rapport builders so you can induce more of that rapport and that reciprocity as you continually share more value, give more value, to really show that you are actually an advisor who does go the extra mile, whereas every other advisor they've probably worked with or talked to, say they do but actually don't really do that much, especially in order to build enough rapport, that you would then be building by doing something like this.
 So it really does a long way not only to create additional differentiation between the rest of the other advisors out there, but you're doing it in a way that creates that attraction to those right clients, repels the wrong clients and really helps you create more of an automated system, to build your advising business. So that being said, hopefully you got a lot of value out of this episode. And in the next episode, we're going to be talking about how you can automatically nurture more of those clients and prospects, using a very clear and simple ways to tee you and your business up for success. So we look forward to seeing you there.

 Hey there Draye Redfern here and before you go, we just wanted to say, thank you for listening to this week's episode of the Ultimate Advisor Podcast. If you enjoyed this episode, then please subscribe to the show on iTunes, Google Play, Stitcher or Spotify, and be sure to rate us five starts on iTunes, because when you do, you'll be entered into a monthly drawing for our ultimate advisor coaching program, which is a $2,000 value. And if you would like to access more of the show notes, additional resources and our free premium content, then please visit We look forward to seeing you in the next episode of the Ultimate Advisor Podcast, we'll see you there.

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About The Ultimate Advisor Podcast:
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business.
Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.  

Draye Redfern

Draye is also the founder of which helps Attorneys go from “Surviving” to “Thriving” in their business.  In addition, Draye helps to provide insurance solutions to more than 8,600 law firms across the United States annually.

Bryan Sweet

Founder of Sweet Financial, CEO, Wealth Advisor, RJFS
Creator of The Dream Architect™
Co-founder of Dare to Dream Enterprises
Creator of Elite Wealth Advisor Symposium
Author of 3 books – Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To, Imagine. Act. Inspire. A Daily Journal and Give & Grow: Proven Strategies for Starting an Running and Effective Study Group

Brittany Anderson

Director of Operations at Sweet Financial, Office Manager, RJFS
Co-founder of Dare to Dream Enterprises
Author of 2 books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To
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