1. Codify what you know to be true. 

One mistake I often see advisors make is they jump into marketing tactics before really clarifying what they stand for. By putting tactics before your truth, your marketing will lack a coherent spine that gives force and generates attraction to your message.

For example, “What I know to be true is all clients can benefit from having an updated financial plan because I’ve seen example after example of how having a financial plan can improve people’s financial outcomes.”

2. Clearly define who your ideal client is

“One of the most important things you can do for your business is to really have a crystal clear picture of who your ideal client is and who you’re building your business for. And the more I dig into our benchmarking results and work with the advisors, having this clear client persona seems to be the magic bullet. It’s about really knowing who your ideal client is, knowing what’s important to them and what their interests are. For example, are they raising children, or do they have grandchildren? Are they taking care of elderly parents? Are they charitably inclined? What types of events are they interested in? Do they go to the symphony? Do they hang out at the golf course?

3. Determine which of the “Big 5” marketing tactics will reach your ideal clients. 

There’s a “Big 5” in digital marketing right now. During our virtual discussion, we completed a live poll and asked our attendees which of the five they wanted to get better results from. Here are the results:

• Virtual Events and Webinars: 47
• Email Marketing: 37%
• Video: 21%
• Digital Pay-Per-Click Ads: 20%
• Podcasting: 13%

Or, let us do the work for you AMG Digital

Source Credit: Financial Advisor