It is designed to provide financial service professionals an overview of the events and happenings that may affect their business. Before we get into The 7 Deadly Sins of Advisor Marketing , I want to cover a few of the fundamentals. For advisors to do a better job with their marketing, it all starts with the basics. Here are a couple of stories to get us started. These first articles are designed to focus on planning and goal setting.
Good marketing starts with focus.
The more focus you have, the easier it is to stay on track and avoid the pitfalls of getting off target. Getting back to basics in marketing I'm always amazed at how hard many advisors work to grow their book of business. But some spend more time trying to get new clients than they do working with their current customers. The problem, as I see it, is if you spend too much time generating new business and not enough time working with your current clients, you will lose some of them. The math is quite simple.