Two Marketing Focuses This Fall

If you can do only two things to market your business this fall, make it these.

It’s only mid-summer, but fall will be here before you know it—and by then, it’ll be too late to plan. If I were an advisor, I’d focus on two things this fall:

  1. Getting in front of people face-to-face

  2. Optimizing the places where prospects actively look for an advisor

Why? Because it’s harder than ever to stand out online. Even if you have a niche and something valuable to say, the volume of AI-generated content and the grip of algorithms make it tough to get noticed.

That’s why I’d look for in-person opportunities—networking, speaking, community events—anywhere people can meet you and remember you.

I’d also focus on showing up where prospects are already searching for an advisor to hire. That means improving your search rankings, showing up in AI recommendations, and keeping your profiles updated on sites like NAPFA, Fee-Only Network, and Wealthtender.

Both activities help you get noticed in a noisy world.


We Want Your Take! What’s your plan for fall outreach? Are you doubling down on in-person events, fine-tuning your online presence, or both? Join the conversation and share your experience at the OnNiche® Public Square!