043: Math Vs Emotions: How Top Performing Financial Firms Maximize Their Marketing ROI

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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6y ago 16:18

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Lately, I’ve been having a lot of conversations with financial advisors looking for the best ways to grow their firms, and I’ve been encountering one question more than just about any other: “How can I spend the least amount of money to maximize results - and get appointments on the calendar?”

There are lots of things that independent financial advisors can do to generate leads. There’s public events, like seminars and workshops, as well as full-blown advertising campaigns, including TV and radio, for some of the larger firms out there.

But if your current strategy is struggling to land new clients or increase your amount of new assets, it’s time to take a step back and ask yourself: are you looking at math, or are you making your marketing decisions based on what you’re thinking and feeling?

Today, we’re going to talk about what so many advisory firms do wrong. I’m also going to explain a super simple approach to make it easier than ever for you to determine how to spend in order to land clients, grow your revenue, and crush your goals for 2018.

Get access to the full show notes by visiting BradleyJohnson.com/43

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