Out with the old, in with the new!

To connect with clients and prospects, it’s common for financial advisory firms to invest in strong marketing programs. As year end approaches, many firms are reviewing their marketing efforts and planning the course for the year ahead.

Your firm is a dime a dozen. You’re just like everybody else and they all do what you do. No? Think you’re different?

When you meet with clients and prospects are you REALLY listening?

Your company website is your first impression – make sure it’s a good one!

A well thought out and executed website can get your foot in the door with a potential client, and if you’re not careful it can also cause that door to slam shut!

Marketing methods and strategies are constantly changing. Your marketing strategy should be adapting to the changes and trends, while adhering to marketing tenets that remain unchanged.

Marketing strategies have often consisted of companies creating their materials and sending them out into the world – essentially a variation of “throw it against the wall to see if it sticks.”

Over time, marketing efforts were finessed and became more directed. Sales personas were developed, funnels created, and prospects were channeled through.

Marketers wonder – is email dead?

Nope.

Growing your practice is tough – particularly for small firms. It’s unlikely there is an unlimited marketing budget, and very often the key players are wearing multiple hats.

Media interviews aren't granted to everyone. Hard work goes into securing an interview - when you get one, make the most of it!

2021 has been a long year with lots of ups and downs. 

It's been another long year filled with many ups and downs.