Attention independent Financial Advisors (FA) and Registered Investment Advisors (RIA). If you want a Financial Advisor marketing plan template proven plan to quickly get more clients and increase assets under management (AUM). Then let me ask you a question. Would you drive to LA from NYC without mapping it out first? Of course, you wouldn’t. […]
Roadmapping Financial Advisor Marketing
Roadmapping Financial Advisor Marketing. If you are driving from NY to LA, you do not just “drive west” to get there. You need to plan your route. Where you will stop to sleep. Your literal roadmap.
The same applies to financial advisor marketing. Consequently, if you dive headfirst without any prep work, it is very easy to lose your way and burn a lot of time and money. Without a solid digital marketing plan, you will end up with very little return on your investment. Most importantly, Roadmapping prevents this.
Check out these posts to get insights on how to Roadmap your digital marketing plan to ensure results.
Hint: The “How to” in a Financial Advisor Marketing Plan = Roadmapping If you’re driving from Chicago to Wally World in Anaheim, CA, you don’t just “drive southwest” to get there. You need to plan your route, where you’ll stop to sleep, and your literal roadmap. The same applies to a Financial Advisor Marketing Plan.