Marketing Notes, Week Ending 2/23

I get this question in EVERY introductory meeting:

“What are other FAs doing that are having success with marketing?”

Straight-up…

Website: They have a simple, clear, and human website

• Who (I/we) am

• What we do

• Why we do it

• How we do it

• Who we work with

• Resources (YT, Socials, Newsletter)

• Contact

YouTube: A professional channel

• Foundation videos (who, what, why, how…)

• Example/Situation videos (Here’s how we help xyz…)

• Conversation videos (You in reality, in meeting recording)

Channel and videos are professional: Header, about, thumbnails, great titles, descriptions, end screens, etc.

LinkedIn

• High-quality digital content (static images, video clips)

• Actively sharing their value, examples, and situations they help solve with their clients (3-5x/week)

• Continuously working their community and network, seeking ideal prospects

Newsletter

• They send a consistent (same time/day) weekly or bi-weekly newsletter that outlines, in their words, examples of who/how they’ve helped someone recently, things their ideal clients should be thinking about or struggling with, or examples of some of the questions their getting lately: “It’s been such a good ride, should we move some of our portfolio to the sidelines?”

Hard Work & Committed: They’ve accepted that all of this ☝️ is the cost of consistent new business and growth

Whether you’re a financial advisor, or in a different financial professional capacity, or any B2B for that matter, this outline will change your life and business if done well.

I promise.

If you found this helpful and have friends, colleagues, or family in financial services that might benefit from reading a few raw marketing notes every week, I’d be thrilled if you shared this with them.

I hope you have a great week, thanks for reading.

Corey