Marketing Surges: More Momentum, Less Effort

Stephanie Bogan’s meeting surge has become a popular client service approach for many RIAs. But the concept can be applied to marketing as well. While there are some activities that should be consistently implemented (e.g., newsletters), others could actually be more effective if done in surges. For example:

• Schedule all your one-on-one meetings with CPAs in January right before tax season gets busy.

• When launching a niche, flood your social media channels with as much niche-focused content as possible during the first three months to start establishing your reputation as an expert.

• Schedule your speaking engagements in January, February, March, April, May, September, and October when people are most likely to take action on their finances.

Through marketing surges, you will create more momentum with less effort.