Keep things moving
The individuals I'm working with are busy. They want some assurance in the form of a report, but they don't want to sift through pages and pages. -Michael Kuczinski, CFP
Michael Kuczinski, CFP, understands that his clients are largely business owners and high-net-worth individuals who may be long on money, but short on time. As such, Kuczinski keeps his [marketing] message straightforward, brief and packed with the data customers need to make decisions. He focuses on the message of simplicity, which resonates with his time-pressed client base at Mandalay Financial in Bellaire, Texas. "The individuals I'm working with are busy," he explains. "They want some assurance in the form of a report, but they don't want to sift through pages and pages. They want to work with someone they trust and know that their finances are being handled."
-Michael Kuczinski, CFP, in Branding Basics
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