Updated February 7, 2025, at 12:16 PM
If you Google, “How to be a better marketer,” you’ll find thousands of links. And while you can definitely take notes from those articles, oftentimes being a better marketer for financial advisory services is different.
If you’re like most top advisors, you’ve already identified your goals for the year and created a marketing plan around them. However, creating a plan and implementing one are two very different things.
Below are five key elements that can help you implement your plan easily.
Element #1: Weekly Staff Meetings
We often see advisors who are doing the same exact marketing activities yet getting different results. Most often, the reason for the variation comes down to the details. To ensure that you’re not letting such details slip through the cracks, we recommend conducting weekly meetings with your staff.
These meetings allow you to review all aspects of your business; making sure that responsibilities are properly delegated and most importantly, there’s a consistent line of communication among all parties.
For those of you that are a one-man army or thinking to yourself, “Our staff see and talk to each other every day,” another benefit is to ensure that you’re consistently working on your business and not in your business.