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I see many financial advisors who are good advisors who do not do any marketing and the people who need them do not get to work with them.
However, I also see alot of financial advisors who are marketing their businesses – but they shouldn’t be. If one of these five conditions apply to you, then stop marketing your business.
Real talk.
Financial advisors are skeptical that leads can be gained from social media.
In my experience, most financial advisors handle online leads poorly after they
Most financial advisors are skeptical that social media can effectively drive leads.
99% of financial advisor marketing is generic, full of clichés and jargon.
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.
