In a Nutshell: The largest financial advisory firms have developed consistent marketing programs that deliver a predictable stream of ideal clients...and there's just a handful of different ways to do it.
Guest: Brad Johnson. Brad is the Vice President of Advisor Development for Advisors Excel. He's also the host of a great podcast for financial advisors called The Elite Advisor Blueprint.
My Key Takeaway: To get your marketing machine humming:
Understand that marketing is NOT optional. Referral marketing is not enough. Choose from a list of five broad marketing buckets (with an infinite number of tactical ways to execute), and implement aggressively and consistently.
Marketing is math. Don't let your emotions distract you from the key numbers that will determine how and when a particular marketing initiative will pay off.
Make practicing a practice. Once you identify the most effective marketing strategy for your ideal client pool, practice and pursue mastery of it.
Also Learn:
Why strong marketing that keeps your business growing double digits each year is one of the most effective ways of retaining top talent.
How one well-produced piece of content (like a book) can be repurposed, sliced and diced, and become an evergreen source of more content (like blog posts, short videos, and social media posts).
What sets apart a valuable proprietary process from a generic commodity that prospects can get from any advisor.