How weird would it be for your clients if they knew your business wasn’t profitable? Or if they knew that you couldn’t pay your bills easy, or live comfortably, or that your own financial future were uncertain? Map it out, because there’s a lot of people counting on you to stay in business and to do it profitably. You’re not as much doing this for yourself, really, as you are doing it for your clients. Nobody wants to be the client of a broken business or a business that has no plans to sustain itself, given whatever changes may happen in the world and in the economy. I am sorry, but how much you make as a financial advisor is important. You know what I mean – getting breadcrumbed. And unfortunately, it results in very derailing behaviors, such as doing work for free for prospects. In fact, it should be the foundation of the work that you do within your practice.īut yet, as financially savvy as all of you financial advisers are, I see a lot of you overlooking this underestimating and really having no clue what an hour of your time is worth. This should be the foundation of your marketing plan. The second thing I want you to think about before you create your marketing plan is you really have to think about the monetary value of an hour of your time as a practicing financial advisor or financial planner. Sara Grillo, CFAĪnd that’s where I see a lot of you going, failing, falling down with this and going in too many directions because you stand to lose me way more than you stand to gain by having a cluttered marketing plan!ĭeclutter it by reading the rest of this blog post! Your hourly rate as a financial advisor is the foundation for your marketing plan Your worst enemy in marketing is a lack of focus. This is a one stock portfolio, financial advisors. I want to tell you that this is not a Roth IRA. This is a difficult thing because as financial advisers, I think you are all in the mindset of diversification and not putting all your eggs in one basket. The first point I want to make about building a financial adviser marketing plan is I want to just knock down the fallacy that you need to go in a million different directions and do a lot of different things in order to market your financial advisor practice successfully and find new clients. Why simple marketing plans for financial advisors work better than complicated ones
0 kommentar(er)
