Strategy Disconnect

As a financial advisor, you’re probably already aware of the importance of having a solid financial plan for your clients. However, it’s also important to have a well thought-out marketing plan for your business. Many advisors may feel frustrated and not getting the expected ROI for their marketing efforts. In this blog post, we’ll talk about the problem of strategy disconnect that many advisors face and how to address it.

The problem of strategy disconnect occurs when advisors have a collection of different marketing tactics but no written marketing or business development plan for how they all fit together to produce the bottom line. For example, running a Facebook campaign to generate leads without having a call to action to drive them to an appointment sales page. Advisors may feel like they’re spending a lot of money on marketing but not getting the expected results.

To address this problem, it’s essential to have a well-written marketing plan that ties together all the different marketing tactics. The plan should start from the top of the marketing funnel and go all the way to the bottom where advisors are closing new clients. The plan should include strategies and tactics that will help advisors achieve their goals, not just for today or this year, but also two or three years from now.

A well-written marketing plan also allows advisors to measure the performance of their campaigns and make necessary changes to optimize and improve their ROI. Without a plan, advisors are flying blind and may end up way off track.

It’s important for advisors to take the time to find someone who can prepare a written strategy for their business. Consultants like Brandon Stuckey can help advisors go through every piece of their business line by line, look at performance, goals and objectives, and determine the strategies and tactics they need to implement. With a well-written marketing plan, advisors can maximize their ROI, maximize appointments, and ultimately achieve the end result they’re after.

In conclusion, having a solid marketing plan is just as crucial as having a financial plan for your clients. A well-thought-out marketing plan can help advisors avoid the problem of strategy disconnect and achieve the results they’re after. Take the time to find someone who can prepare a written strategy for your business and optimize your ROI.

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