As a seasoned financial or legal practice, you know that effective marketing and sales are crucial for expanding your practice and driving business growth for the next generation and chapter of your business.
However, despite your efforts to engage on social media, maintain a strong online presence, and have a visually appealing website, you may find that your marketing and “sales” endeavors are falling short of your expectations.
You are, as they say, “just going through the motions.”
Furthermore, you may find it challenging to share with your team of advisors and professionals what each of them should be doing on a daily and weekly basis to achieve their individual growth goals for your practice.
You want to motivate your team, but the lack of direction is causing either frustration or lots of excuses.
This is where the expertise of Select Advisors Institute comes into play. By helping you develop both your marketing strategy AND marketing plan (and yes, they are different!), you can ensure a well-rounded approach to achieving success in your practice’s growth efforts.
Understanding the Difference: Marketing Strategy vs. Marketing Plan
To achieve true momentum in marketing and sales, it is essential to differentiate between a marketing strategy and a marketing plan. While these terms are often used interchangeably, they represent distinct components of your journey towards success.
Your marketing strategy, which is crafted and designed by Select Advisors Institute through our comprehensive discovery, audit and research process, establishes the foundation for achieving your marketing and sales goals.
It encompasses a high-level outline that aligns your team towards a shared vision, with a deep understanding of your target audience and value proposition. It also builds excitement and buy-in from the entire team on what we want to achieve.
Want to learn Select Advisors’ Process for helping you define and execute your marketing strategy and plan?
In this article we discuss:
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2024 growing an RIA
Business plan for RIA
Wealth management marketing and sales
Top sales coach for financial advisors
Top business coaching for wealth management RIA
Top business coach for CPAs
Top business coach for sales for a financial advisor practice
What are the components of financial advisor marketing so you can stand out from the crowd, get new clients, and become a household name? As a one-stop done-for-you outsourced CMO and marketing agency to financial advisors and wealth management firms, we have got the answers for you. Read our blog to learn more!