Last Updated on July 20, 2020 by Carolyn McRae
I recently had a marketing coaching session with newly independent CFP Scott Davison.
He needed help understanding how to go about attracting new clients – from scratch. Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business.
0:35 Scott’s Introduction
1:30 Approachable, Transparent Advisors
2:55 “Going Fishing”
4:20 Whittle Down Clients
9:51 Common Pain points & How to Communicate Them
11:15 Example of Balance
14:10 What am I typing into Google to find an advisor?
15:31 Transfer of Value, Versus Selling Yourself.
16:10 Market Yourself for Exposure
18:58 Target Audience
19:44 Just do it
21:49 Write it all down, Stream of Conscious
23:57 Opportunity Knocks when You Don’t Expect It
26:13 Dedicate to your Campaign
26:33 The Fourth Month
27:30 Metrics: Tracking where you’ve been
29:08 The Bottom Line
31:10 The Conclusion
Questions? Post them in the comments below.