Don’t assume that prospects and clients should be interested in financial data. Some are. Others will tell you they trust you to do right by them without getting “into the weeds.”
You are caring, competent, conscientious and dedicated to the well-being of your clients. Yet, I wonder if there are gaps in the financial planning you are providing.
Trying to be different as a financial advisor can be a frustrating exercise. There are far better ways to market your advisory firm.