Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)
Description
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply
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Are you a new financial advisor feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients?
In this LIVE "Advice Line" episode, financial advisor Charley from Wealth Being Advisors joins us to tackle his marketing challenges. Having recently left his 9-to-5 job to focus on his practice full-time, Charley needs clarity on which marketing strategies will help him grow from 8 clients to a thriving business. We help him refine his target market and identify the most effective marketing approaches for his unique situation.
Key questions we answer include:
► How do I choose the right marketing strategy when there are so many options?
► Who should be my ideal client and how do I message to them effectively?
► What marketing medium should I focus on with limited time and resources?
Whether you're just starting your practice or looking to refine your existing marketing strategy, this episode provides valuable insights on getting clarity about who you serve, the problems you solve, and how to reach them effectively.
Tune in as we help Charley transform his marketing from "serving everyone" to attracting high-earning professionals who will value his services.
Resources:
- Join Our Newsletter
- Apply Here To Be On The Show: Get Your Marketing Questions Answered
- Wealth Being Advisors (Charley’s firm)
- LinkedIn Newsletter
- Upwork (freelance hiring platform)
- Beyond Your Hammock (Eric Roberge)
- Stone Steps Financial (Scott Frank)
- Stash Wealth
- Hoskin Capital (Nate Hoskin)
- EP 9: Marketing Funnel Basics: What Every Advisor Needs to Know (previous Advisor Marketing Made Simple episode)
- EP 21: The Fastest Path to Growth: Leverage Other People’s Audiences (previous Advisor Marketing Made Simple episode)
United States
