One Hour Marketing Solution
Financial advisors worldwide have found ways to market with integrity, keep compliance happy, and have lots of fun, too. If this describes you, then skip this article! However, most advisors look at marketing and wonder if it would be better to have a tooth pulled! (not really, but close, right?) If that describes you, then schedule your marketing efforts 60-minutes each day. That’s five hours a week or a Friday afternoon. First, let me cover the basic business-building strategies—marketing and sales. What these strategies have in common is that they are used to increase revenue. In most service business models, including advising, planning, and wealth managing, marketing happens first, then (hopefully) leads to sales. Marketing is