Most advisors struggle with marketing simply because it’s not their expertise. They either don’t know where to start or they’re already doing it themselves but they’re not sure if they’re doing it right. Sound familiar? We thought it would be helpful to put together a checklist of the most important things top advisors are doing that you should be doing too. Our marketing checklist for financial advisors will help you understand what you should be doing to compete.
If you really want to grow your business and attract high-quality leads, there are four main marketing goals you should aim to meet:
- Have a clearly defined niche: Which one problem do you solve for a specific group?
- Spend 5% to 7% of your total revenue on your marketing budget to share your solution with your niche.
- Aim for at least 1,000 people on your email list who can refer you when they come across people who need your help.
- Send out new content at least monthly that is highly relevant and valuable to your specific niche.
But what else should you be doing to grow your business? We’ve created a simplified checklist of the most important marketing strategies that top advisors are using to grow their business.
We recommend downloading your free checklist to see how your marketing stacks up against the competition. Then schedule a free strategy session with Katie (our Digital Marketing Consultant), who will go over this checklist with you and provide recommendations on how to improve your marketing.
Not ready to schedule a call just yet? Download your checklist and join our exclusive webinar on the truth about marketing for financial advisors. You’ll learn about what works for financial advisors, what’s a waste of money, and the only two ways to get new clients in today’s digital landscape.
Looking for more ways to improve your marketing as a financial advisor? Find more information on our blog. Or learn more about how we help financial advisors just like you grow their businesses with our Total Marketing Package.