Home ยป Financial Advisor Marketing Simplified (Episode 75) financial advisor

Financial Advisor Marketing Simplified (Episode 75) financial advisor



In this episode of the Stephen and Kevin Show, we share some insights on financial advisor marketing. Your clients know what a good job you do for them. Let’s get the word out to others as well! In this episode, we cover two central points:

1. Relationship Marketing
– If you want results quickly, focus on smaller clients.
– If you want smaller clients, go with colder techniques.
– If you want larger clients, focus on warmer strategies.
– Warmer strategies include personal introductions, client events, strategic alliances, and social prospecting.

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2. Consistency of Execution
– It’s true with financial advisor marketing that everything works and nothing works. It’s all about consistency and routine.
– Routines are a little different for everyone, but if you want big results you need a big routine.

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Much more to come in the second season of the show!

Also, if you’d like a deeper dive into our marketing strategies, the Oechsli Learning Center is loaded with premium courses. Check them out here:
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Financial Advisor Marketing Simplified (Episode 75)

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Financial Advisor Marketing Simplified (Episode 75)
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