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Jolt! 2022: Penny Phillips on the Paralyzation of Financial Advisor Marketing

Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.

 

In this video, David Armstrong, editor-in-chief and executive director of content, WealthManagement.comand Penny Phillips, co-founder, and president, Journey Strategic Wealth, discuss the best marketing strategies to employ based on your ideal client profile.

Highlights from David and Penny’s conversation include:

  • What advisors are getting wrong about marketing today.
  • Why the best advisors are relentless prospectors, obsessed with their business, have conviction in their approach to clients and the market, and create excitement with those potential prospects. 
  • Where do prospects spend their time? Are podcasts, social media, automated marketing campaigns enough for growing their businesses.
  • The oversaturated and commoditized marketplace for advice: If you can’t differentiate on brand name, pricing, product or service, you’ll need to differentiate on emotional intelligence and the ability to connect with your clients.
  • Should you start your marketing journey with podcasting? Or is there an easier way to launch your first marketing campaign?

See more of our coverage from Jolt! 2022

 

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