Know When Not to Market

Know When Not to Market

This tip was originally sent on September 27, 2019, but it still applies today.

There are times in your business when “marketing” should be put on the back burner. At those times, you need to concentrate on the opportunities in front of you instead of developing new ones. For example, if you are breaking away from one firm to start your own, your focus should be on transitioning clients. If your firm is merging with or acquiring another firm, all efforts should be aimed at retaining clients.

While some marketing-related activities may be required to support these objectives, the most valuable thing you can do is spend some good old-fashioned face-to-face time with clients. Once the revenue has been secured, you should have plenty of time (and money) to focus on marketing.