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.

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.

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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