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The Stephen and Kevin Show

The Stephen and Kevin Show Episode 80: Making Financial Advisor Marketing a Team Effort

Delegating marketing responsibilities in full never works.


We’re often asked how to incorporate nonproducing team members into the financial advisor's marketing efforts. It’s a great idea, but only if done the right way.

We’ve seen countless examples of financial advisors attempting to delegate marketing responsibilities in full. Never, we repeat never, does this work.

That said, we do see a lot of value in having team members involved in the financial advisor's marketing efforts. Think about your assistant, a junior advisor, or anyone else on the team with good organizational skills and creativity. If set up properly, they can be incredibly helpful in:

  1. Financial Advisor Marketing Planning
  2. Financial Advisor Activity Tracking
  3. Sourcing Opportunities

The bottom line is that by involving your team, you’ll likely end up with more consistent and thoughtful financial advisor marketing.


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

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