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Ep:16- How Advisors Can Super Charge Their Marketing Results With Special Guest - James Pollard
Manage episode 443045133 series 3564924
Rafi Shaik에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rafi Shaik 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Key Highlights:
Top 3 Marketing Mistakes by Financial Advisors:
- Not being clear on goals
- Not having a clear target market
- Not thinking like a financial advisor in their marketing approach
Effective Marketing Funnels for Financial Advisors:
- Direct mail: Personalized, targeted approach
- Online ads: Continuous exposure to target audience
- Email marketing: Daily emails with clear calls-to-action
Email Marketing Best Practices:
- Ask for appointments in every email
- Identify and address objections systematically
- Test different approaches, but ensure statistical significance
Importance of Testing and Data:
- View marketing spend as purchasing valuable data
- Use online ad data to inform other marketing channels
- Ensure sufficient volume for meaningful results
Why Financial Advisors Struggle with Marketing:
- Mindset issues (fear, insecurity)
- Misalignment between marketing approach and personality
- Not thinking in terms of investments
- Insufficient marketing volume
Key Takeaways:
- Align marketing strategies with your personality
- Think of marketing as an investment
- Increase marketing volume for better results
- Diversify marketing approaches
For more information from James Pollard, visit: www.theadvisorcoach.com
Check James's podcast : Financial Advisor Marketing Podcast
Follow James on LinkedIn : James Pollard
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