7th Wave Media

What’s the most essential marketing for financial planners and professionals?

What’s the most important marketing I should be doing?

I often get that question from financial planners, professionals, and business owners, as they try to navigate their seemingly endless and often confusing options.

  • Should I concentrate on LinkedIn?
  • Send frequent emails to my database?
  • Jazz up my website?
  • What about paid ads on social media?
  • Or maybe shooting videos is the best use of my time and money?

Help! It’s all too much!

Usually, once faced with this marketing frustration, the professional either ends up:

  1. Trying a little of everything, wasting their time and money by “dabbling” but not fully seeing something through,
  2. Being wildly inconsistent with their marketing efforts,
  3. Doing absolutely nothing (or just relying on standard and generic company marketing).

If this sounds familiar, you’re not alone, as so many financial professionals and entrepreneurs struggle with clarity, execution, and therefore, results, when it comes to their marketing.

So, I’ve put together a few tools and checklists to understand your marketing options, which ones are essential, and even how you can achieve synergy among them.

Enjoy this short video where I break down your essential marketing, and please contact me whenever you’re ready to get organized and grow your business!

In service,
Norm Schriever

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