Special Edition - Why Most Advisors Fail in Sales: Ignoring Awareness Stages
Update: 2025-09-27
Description
Most financial advisors don’t fail because their services are bad. They fail because they don’t truly understand their clients. They speak too broadly, too vaguely – and end up creating content that resonates with no one. Marketing budgets burn, visibility never takes off, and sales pipelines stay empty.
In this episode of the WeckUp Call, I’ll show you why traditional segmentation is no longer enough and how mastering the 5 Awareness Stages is the real game-changer for your positioning and sales.
You’ll learn:
• Why trying to appeal to everyone guarantees you’ll convert no one
• The 5 Awareness Stages every client goes through before making a decision
• How to tailor your content, website, and outreach to each stage
• Concrete examples of awareness-driven communication for wealth managers, family offices, and advisors
Awareness isn’t just theory – it’s the missing link between wasted effort and actual results. Once you understand where your clients stand, you can speak their language, cut through the noise, and finally attract the people who are ready to invest.
Are you still segmenting – or are you already using awareness?
In this episode of the WeckUp Call, I’ll show you why traditional segmentation is no longer enough and how mastering the 5 Awareness Stages is the real game-changer for your positioning and sales.
You’ll learn:
• Why trying to appeal to everyone guarantees you’ll convert no one
• The 5 Awareness Stages every client goes through before making a decision
• How to tailor your content, website, and outreach to each stage
• Concrete examples of awareness-driven communication for wealth managers, family offices, and advisors
Awareness isn’t just theory – it’s the missing link between wasted effort and actual results. Once you understand where your clients stand, you can speak their language, cut through the noise, and finally attract the people who are ready to invest.
Are you still segmenting – or are you already using awareness?
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