How To Build A Marketing Strategy w/ Jeff & Abby [168]
Update: 2024-06-06
Description
To register for the workshop go here:
https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/
In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the foundation for a successful marketing strategy.
They discuss four questions that every advisor needs to answer:
-
Why am I in business?
-
Who am I serving?
-
What is my audience's unique pain?
-
How will I solve that problem?
Comments
In Channel

![How To Build A Marketing Strategy w/ Jeff & Abby [168] How To Build A Marketing Strategy w/ Jeff & Abby [168]](https://static.libsyn.com/p/assets/3/2/9/f/329f348d8e0c8299e55e3c100dce7605/11-20240606-7ky34dzdbl.png)
![Simplifying Financial Health for Better Advice [179] Simplifying Financial Health for Better Advice [179]](https://static.libsyn.com/p/assets/4/c/b/0/4cb0bbc9db2ab510e55e3c100dce7605/Square-20240822-6aeyen2yvx.png)
![Diet & Exercise For Personal Finance [178] Diet & Exercise For Personal Finance [178]](https://static.libsyn.com/p/assets/b/7/5/a/b75ac73d8aafb66f27a2322813b393ee/11-20240815-t4xyn6ze61.png)
![Ditch Projections For Peer Benchmarking [177] Ditch Projections For Peer Benchmarking [177]](https://static.libsyn.com/p/assets/3/c/2/a/3c2aacbf16fdd1fce55e3c100dce7605/11-20240801-9a7he8pvqv.png)
![Comparison That Is Actually Good [176] Comparison That Is Actually Good [176]](https://static.libsyn.com/p/assets/c/3/b/c/c3bc3fd41bf1398927a2322813b393ee/11-20240729-2u75ahflh8.png)
![Manage Your Firm & Clients Incrementally [175] Manage Your Firm & Clients Incrementally [175]](https://static.libsyn.com/p/assets/e/1/8/f/e18f9fb18e48731727a2322813b393ee/11-20240723-bcdt2s6sh9.png)
![Plan For Now, Not The Future [174] Plan For Now, Not The Future [174]](https://static.libsyn.com/p/assets/9/a/7/8/9a78bf0011c9440027a2322813b393ee/11-20240716-ngjyl530tc.png)
![Beyond The Financial Plan w/ Ashley Quamme [173] Beyond The Financial Plan w/ Ashley Quamme [173]](https://static.libsyn.com/p/assets/c/8/b/f/c8bf6e6dae92323527a2322813b393ee/11-20240709-zfx6971d6a.png)
![Don't Miss Your Client's Emotional Threads [172] Don't Miss Your Client's Emotional Threads [172]](https://static.libsyn.com/p/assets/a/c/4/b/ac4b1c8ea958f50327a2322813b393ee/11-20240704-mbczzdibiy.png)
![Focus Only On Foundational Behaviors w/ Joshua Humada [171] Focus Only On Foundational Behaviors w/ Joshua Humada [171]](https://static.libsyn.com/p/assets/2/0/2/0/202026d0df3d053927a2322813b393ee/11-20240626-zhxp9ehuqk.png)
![Do These 2 Things Before You Do A Financial Plan [170] Do These 2 Things Before You Do A Financial Plan [170]](https://static.libsyn.com/p/assets/9/6/1/3/9613454042ee3229e55e3c100dce7605/11-20240618-il3qtcvsn3.png)
![What Is Financial Orientation? w/ Brandon Galici [169] What Is Financial Orientation? w/ Brandon Galici [169]](https://static.libsyn.com/p/assets/9/5/2/1/9521d9f12e21fb6ce55e3c100dce7605/11-20240611-h38i4wr0zh.png)
![Financial Coach Vs. Financial Planner w/ Taylor Westergard [167] Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]](https://static.libsyn.com/p/assets/1/0/8/8/1088d6d9a0256f05e55e3c100dce7605/11-20240530-a0wwejjpgu.png)
![Understanding Client Spending w/ Erik Baskin [166] Understanding Client Spending w/ Erik Baskin [166]](https://static.libsyn.com/p/assets/4/c/2/4/4c249286a16f2f15e55e3c100dce7605/11-20240523-c6c9pv5ce2.png)
![6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165] 6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165]](https://static.libsyn.com/p/assets/7/2/e/0/72e005f4000b2ae9e55e3c100dce7605/11-20240516-jbmasbymab.png)







