Welcome to Season 2 of The Stephen and Kevin Show! We at The Oechsli Institute are excited to be in our new office and have some excellent shows planned for you! In this episode, "Financial Advisor Marketing Simplified," we offer some insights on financial advisor marketing and how to bring in more new clients than ever before.
This episode covers two central points:
1. Relationship Marketing: If you want results quickly, focus on smaller accounts. If you want smaller accounts, go cold.
If you want affluent clients, focus on warmer strategies. Warmer strategies include personal introductions, client events, strategic alliances and social prospecting.
2. Consistency of Execution: It's true in financial advisor marketing that everything works and nothing works. It's all about consistency and routine.
Routines are a little different for everyone, but if you want big results, you need a big routine.
In the comments, please let us know, what's your go-to client acquisition activity.
If you'd like to learn more of our financial advisor marketing strategies, the Oechsli Learning Center is loaded with premium courses for financial advisors.
Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com