How to get time for marketing if you are a solo financial advisor

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Question from a subscriber: “As a solo advisor focused more on my clients, and maintaining a consistent marketing campaign is a challenge. For a couple of weeks I am flat out busy and my marketing goes silent.”

Yep, being consistent with marketing is a real challenge when you are the only one steering the ship.

Here are my ideas:

  • Clump” your marketing time and use scheduling tools. The major social platforms, email newsletter programs, and even Gmail allow you to schedule posts and emails in advance. You can schedule a three hour block once a month and produce your marketing content during that time, then just schedule it to be posted.
  • Be hyper-focused on quality rather than quantity when it come to relationships. I usually suggest having 20 people on your call list, but maybe that should be 5-10 people who are more likely to be more meaningful clients or centers-of-influence. Think of relationships in terms of impact rather than just maintaining relations for the sake of it.
  • Reduce the length of content by one half. Most advisor content (blogs, newsletters, emails, etc.) are way too long and shorter content engages better anyways.
  • Up or out.” Be honest with yourself about marketing that is not producing results and make a 30 day resolution to either make it work or cut it.

Having unstable or limited time does not have to be a disadvantage if you are strategic and simple about it.



Boom – and there’s today’s marketing tip for ‘ya!

Marketing resources for solo financial advisors

Alright that’s all for now. Hope these tips about how solo financial advisors can find more time for marketing were useful.

Did you sign up for my daily newsletter?

Or if you want more…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G


Any questions? Send 'em in!