Financial advisors can stand out and attract more clients by using micro-targeted marketing strategies tailored to specific client characteristics or needs, even without committing to a defined niche.
If your marketing feels scattered, it’s not because you’re doing too little — it’s because you’re missing answers to two key questions: Who? And how?
Marketing for financial advisors is challenging. Should you opt for transactional tactics that promise immediate results, or invest in transformational strategies that build a lasting business? Should you focus on short-term success or long-term sustained strategy? Let’s delve into your two options.
