Are you concerned about unidentified gaps in your marketing or worried about losing potential clients? A solution is to thoroughly map your potential client’s journey. Allocate a day with your team to analyze the journey from when a potential client realizes the need for a financial advisor to when they choose your firm. Ensure you cover all touchpoints, from initial awareness to the final decision.

Deeply understanding this journey allows you to identify gaps and missed opportunities. There might be stages where prospects lose interest or lack adequate support or information. Recognizing these gaps enables you to fine-tune your marketing efforts.

The insights from this journey mapping are valuable for developing your marketing plan for the new year, ensuring strategies that are focused on the client, targeted, and more likely to succeed.