Marketing Notes, Week Ending 3/16

This week’s newsletter’s a little different.

There are many financial advisors and boutique managers are struggling to grow their businesses outside of the help of organic market growth (and the music certainly paused on that over the past two weeks).

I recently sat down for an in-depth interview to explain “What I Do, How, and for Who.” (57:08 on YouTube).

The interviews about an hour, so if you don’t want to commit to it but are interested in some of the highlights and the most common challenges I run into with my prospects and clients, here you are:

Lack of awareness. The fact of the matter is that your ideal prospect simply isn’t walking around in their day-to-day looking for you or your services… Until they are.

And that’s the moment that I need my clients to be present and top-of-mind.

Spinning your wheels. I’ve met with VERY FEW new clients that haven’t shared a laundry list of things that they’ve played around with, tried, experimented with and simply wasted time & money on that they admit they “knew” wouldn’t work but the lure of “maybe I’ll catch lightning in a bottle with this” hooked them.

Capacity and time. So many just don’t have the budget and/or time they need to commit to what it takes to stand out, grab attention, and be in front of their ideals on a consistent basis. Great marketing is a lot of work, hard stop.

Comfort. The honest truth (and it’s okay if this is the case) is many of you or your contemporaries have simply reached a revenue point or salary that you’re “good.” The hunger and drive to take the thing to the next level just isn’t worth it for the amount of work or economins you’d have to trade to get there.

If you get the time, I hope you’ll consider watching the video and that walk away with some additional value and perspective.

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