The Power of a Marketing Process
The role of a financial advisor is becoming more sophisticated, challenging, and time-consuming. In a perfect world, you would wake up every morning with a workday schedule filled with appointments with clients and prospects who want to utilize your recommendations and pay you for the products and services you provide. But reality is a cruel taskmaster. Much of your time is filled with marketing, due diligence, regulatory and compliance demands, case preparation, and on and on.
Professional and skilled marketing partners can provide you with technology systems and services to help automate many of your growth and retention needs. There is no need to develop and maintain your own home-grown seminars, newsletters, websites, email marketing, direct mail, and content solutions. All of these demanding marketing solutions have been designed and are available to adopt and put to work. You deserve the additional time to be meeting productively with prospects and clients, rather than being busy with these marketing needs.