In the State of Florida alone, there are over 200,000 individuals who own homes outside of the state. In the State of NY, there are over 250,000.   You can narrow down this group to your specific market.

How can you position yourself as a go-to for this group?

People Whose Property is Listed as a Trust

There are 3,859,081 homeowners in the United States whose property is listed as a Trust. These are typically affluent households. When the new tax law doubled the threshold for estate taxes, many people assumed trust and estate planning was no longer relevant. But the new tax laws are still being sorted out, and many provisions lack clear guidance from the IRS; however it appears that one area that will almost certainly be impacted is trusts and estates, which are likely to see higher income tax bills.

Put yourself in their shoes. Formulate your message with your audience in mind. People are uneasy about this. Is there some know-how you can share?

People Who are Turning age 70 ½

There are people who have no idea that it’s time for RMD. You may understand Required Minimum Distribution, but chances are your prospect does not. A required minimum distribution is the amount that owners of a traditional, SEP or SIMPLE IRA account. Qualified plan participants must begin withdrawing from their retirement accounts by April 1 following the year they reach age 70 1/2. How can you educate them?

There are many milestone birthdays  you can use to emphasize your financial proficiency.

As a Financial Advisor, How Do You Stand Out from The Crowd?

Very simply, you need to be perceived as An Expert.

People want to do business with people they think are experts. If you want to stand out from the crowd, your marketing efforts need to highlight your capabilities.

You also need to underscore your expertise and reassure your prospects that you are the right financial advisor for their needs.