Pitching vs. Positioning

Why Positioning Outperforms Pitching for Advisors

Many financial advisors believe that a polished pitch book is the key to winning clients. The problem? Pitching often leaves you swimming in a sea of sameness, looking like every other advisor. Clients don't want to be sold to, they want to feel understood and aligned.

There's a better way. By shifting from pitching to positioning, you stop pushing products and start presenting your process in a way that naturally differentiates you. Positioning isn't about selling, it's about creating clarity, trust, and a sense of fit that draws clients in.

This clip is from episode 82 of my Always On podcast with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. You can stream it on your favorite podcast platform:

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