Published On Jun 11, 2019
In this episode of the Stephen and Kevin Show, we share some insights on financial advisor marketing. Your clients know what a good job you do for them. Let's get the word out to others as well! In this episode, we cover two central points:
1. Relationship Marketing
- If you want results quickly, focus on smaller clients.
- If you want smaller clients, go with colder techniques.
- If you want larger clients, focus on warmer strategies.
- Warmer strategies include personal introductions, client events, strategic alliances, and social prospecting.
2. Consistency of Execution
- It's true with financial advisor marketing that everything works and nothing works. It's all about consistency and routine.
- Routines are a little different for everyone, but if you want big results you need a big routine.
Much more to come in the second season of the show!
Also, if you'd like a deeper dive into our marketing strategies, the Oechsli Learning Center is loaded with premium courses. Check them out here:
https://www.oechsli.com/financial-adv...