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7 Questions to Ask Before Hiring Marketing Help

7 Questions to Ask Before Hiring Marketing Help

Update: 2024-11-13
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Are you considering hiring marketing help for your financial advisory firm but unsure where to start?

In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence.

Key questions we answer include:

► Signs it's time to hire marketing help (and when to hold off)

► The three main types of marketing assistance: consultants, agencies, and full-time hires

► Key questions to ask potential marketing partners before signing on

► Red flags to watch out for when vetting marketing professionals

► Alternative solutions if you're not ready to hire

Plus, we reveal insider tips on setting realistic budgets, avoiding common pitfalls, and ensuring a successful collaboration with your marketing team.

Whether you're experiencing a growth plateau or looking to scale rapidly, this episode provides actionable insights to help you make informed decisions about your firm's marketing strategy.

Tune in to gain clarity on your marketing needs and learn how to find the right support to take your advisory business to the next level.

Resources: 


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7 Questions to Ask Before Hiring Marketing Help

7 Questions to Ask Before Hiring Marketing Help

Taylor Schulte and Kendra Wright