Have you ever looked at another financial planner’s website, blog or client communication, and thought, “hey, that sounds like mine”. Phrasing, like “peace of mind”, “trusted adviser” and “get your financial house in order”, pop up pretty frequently. And there’s a style that’s professional, yet approachable — a business casual tone — that’s more or less the standard.
All in all, from a prospective client’s perspective, it’s a bit same-same.
That’s why adding a bit of personality, can go a long way to helping you stand out from the crowd.