4 Ways to Avoid Decision Fatigue

Other times, we might summon our DIY spirit and try to do it all. Then, we buckle under the strain of managing way too much before landing right back where we started.

Where do we breakthrough? When will real change happen with marketing?

Building the Path

The truth is you will not find your marketing breakthrough inside of a tool. You’ll find it within a mindset first.

Don’t worry! This isn’t about the power of positive thinking (although that helps), or an exhortation to do the work (though, you must). This is about understanding that anyone who becomes your client follows a path.

With this in mind, you can intentionally build out that path for them so that it is clearly understood and a pleasure to go through. If you don’t embrace this idea, you will be leaving it all up to chance, keeping it clunky and ambiguous.

Related: How to Keep Financial Conversations Simple

Take some time to ask yourself and your team these questions — and write down the answers:

1. What does the path to our business look like?
2. Have we given thought to the repeatable ways we create awareness and engagement?
3. Have we created an easy way for prospects to learn more about us, then ask to speak with the right person?
4. Distinguish between new and existing clients: What does their path look like so that we maintain a strong connection with them, and make it likely that they’ll refer business to us?

Once you have a path mapped out, it will become clear how additional tools and services can help you bridge the gap.

Don’t let the tools dictate the path. You’ll be torn on what to do. Don’t be that donkey! Let the path dictate the tools you use.

Robert Sofia is one of three co-founders and the CEO of Snappy Kraken, a marketing solution that helps financial professionals build connections with current and prospective clients through content and a turnkey process.