Marketing Notes, Week Ending 9/28

Quick Cliffs Notes from last week’s client and prospective client meetings:

1. Client Communication is Non-Negotiable
Advisors are losing relationships or not fostering easy referrals because they’re not in front of their current clients. Literally as simple as answering the phone / emails in a timely manner, addressing concerns in real time, even owning past mistakes. FAs are missing an opportunity to reinforce trust, prevent attrition, and create legacy business.

2. Marketing Requires Consistency, Not Quick Fixes
Bouncing from one tactic to the next: White label posts, lead gen tools, LinkedIn ads, SmartAsset, postcards, email funnels, and eBooks. Way too many aren’t giving any single channel the required time to compound. The FAs and firms seeing real momentum are the ones who are committed, refine their message, and let their content strategy mature.

3. Compliance is a Hurdle, Not an Excuse
Compliance is very good at making marketing feel like a battle, but advisors who persist and pressing for visibility, are carving out positive reputations and growing their business.

4. Content and Accountability Drive Results
YouTube shorts, newsletters, social posts… content only generates results when it’s consistent. The successful ones are implementing accountability, weekly check-ins, content goals and stay out of the “perfection loop” of not doing.

5. Growth Requires Investment
Referrals remain a growth driver, but sustainable growth comes from building a repeatable marketing flywheel that keeps you top-of-mind with current and prospective clients.

Have a great week all

Corey