Tag Archives: financial advisor marketing

Give People a Reason To Talk About You

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Don’t assume that people are excited to talk about the core deliverables of your firm. After all, those things are supposed to be there (i.e. sound investments, good service, good food, etc.). What people will remember and talk about are the unexpected things you have done or said that set you apart. And, it’s often the small things that grab their attention.

A memorable interaction should result in leaving something behind with the people you encounter: a thought,

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Is Your Referral Problem a People Problem?

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Referrals are generated most often due to the excellent work of your team of passionate people, not because someone asked for a referral. And, the more loyal and passionate your team is, the more referrals seem to magically come into your business. 

I have observed many firms attempt to create loyalty and inspiration for excellent work amongst their staff. The problem: loyalty and passion are not something you can force upon people or manufacture. 

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The 2 Reasons Your Marketing Isn’t Working

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In business, often the reasons for success and failure can be considered very complex. But when you break down marketing successes and failures, there are really just two reasons why a service-based business is not having desired success.

1) You have the wrong strategy; or

2) You have the wrong people implementing the strategy.

More often than not, we are trying to fix the wrong problem.

It seems pretty obvious,

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