In the unending search for the holy grail of marketing, financial advisors are lately tempted by promises of quick and easy client acquisition through digital marketing miracles. From buying digital leads to endless social media posts, content marketing and webinars, the financial industry has embraced the allure of online strategies with hopes of waves of new affluent clients.
However, starting with a method is marketing backward. Marketing should always begin with your ideal client. Knowing their mindset is the recipe for success – embracing their desires, mastering their language, and resonating with their values.
