The secret to standing out in your local community

There are ways to let your community know you as a reliable, trusted and respected advisor who comes to mind whenever wealth management topics arise. Here are a few musts for your practice:

• Obtain membership in organizations that represent credibility and reliability to consumers who are shopping for professionals.
• Join the Better Business Bureau and your local chamber of commerce. Both of those organizations give you third-party credibility, something potential clients find far more convincing than your own sales pitch.

I am not only prepared to have consumers check me out through the BBB and local chamber; I expect it. Last year, my three largest new clients used the BBB to check out my background. Each placed more than $1 million with me.

Once you’ve joined these reputable organizations, find ways to volunteer in your community:

• Find a committee and get involved in a project or event you feel expresses your personal values or beliefs.
• Donate as you are able.
• Have a page on your website listing your memberships and the events and projects you have been a part of.
• Post photos of the completed event or project, so people know who you are and what you do.
• Attend chamber mixers.
• Let other business professionals know who you are, and let them know they can confidently refer their clients to you.

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