Want to break out of the “sea of sameness” among financial advisors? Kristen Luke shares why a niche is the way to go in this Capital Insights™ article. Learn three steps to winning a niche as a financial advisor.
Kristen Luke offers insights into effective marketing strategies tailored for financial advisors. Tune in to learn best practices for client acquisition, common marketing mistakes, and how to leverage various channels and tools for success.
Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.
Treating marketing as an experiment can help you try different tactics, measure results, adapt to trends, and learn from failures to grow your business.