In today’s increasingly competitive landscape, financial advisors face immense pressure to be active across social media platforms and digital channels. Many firms are also still engaged in “traditional” marketing channels like print ads, radio and even television.
Thought it may be tempting for firms to take advantage of all these methods, experts warn that spreading marketing efforts too thin can dilute the message and ultimately fail to attract the right potential clients. It can also add significant regulatory complexity and risk.
In the experience of Carrie Roso, chief marketing officer at FMT Solutions, it’s time for a more strategic approach. As Rosso puts it, true success comes from identifying and mastering high-quality channels where an advisor’s ideal prospects are most active.
This focused strategy not only saves time and resources but also generates more qualified leads, she explains, allowing advisors to dedicate more energy to serving existing clients.
Roso will share this perspective during an upcoming ThinkAdvisor webcast, scheduled for 1 p.m. ET on Nov. 20. She’ll be joined in the discussion by Brad Johnson, the co-founder of Triad Partners, as well as Jay Coulter, CEO of Titleist Asset Management.
The trio will share timely insights about how advisors can align their marketing efforts with their firm’s growth strategy and adapt to the evolving expectations of modern clients.
In this webcast, advisors will also learn:
- How to evaluate and identify the specific channels that will deliver the best ROI for your practice.
- How your firm's broader marketing strategy directly affects your ability to thrive.
- How to adapt to evolving client expectations to attract and retain more qualified prospects.
- How to balance client acquisition and exceptional service for existing clients and more.
Registration for the Nov. 20 event is now open here. Advisors who can’t attend the live event can still sign up for later viewing on demand.
(Adobe Stock)
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