2 minute read
One of the questions we hear most from advisors is: “How can I market better?”
Well, honestly, it’s not about skill or service quality - most advisors excel at serving their clients. The real issue is getting more people to notice you in the first place.
And let’s face it - chasing new clients one by one can feel exhausting.
That’s why we believe the key isn’t working harder - it’s working smarter (letting your work scale the right way).
- I like to think of it this way - a dentist can only see one patient at a time. But an author? They can write a book once and let it work for them again and again (more reviews = more hype = more buyers, etc). That’s the power of feedback loops - self-reinforcing systems that scale your efforts long after the initial work is done.
With this in mind, we created a short guide just for advisors: “6 Prospecting Hacks Every Advisor Needs to Get More Clients.”
Here are some of the things you’ll learn:
- Multiply your reach - how you can turn one prospect into a steady pipeline through building compounding systems
- Let your digital presence do the heavy lifting - use SEO and LinkedIn so prospects can find you anytime, anywhere (making it your 24/7 prospecting engine)
- Deepen client relationships - leverage email marketing to engage, convert, and expand the value of each relationship
Click here or the image below to download your full guide
Disclosures:
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Information contained in the materials included is believed to be from reliable sources, but no representations or guarantees are made as to the accuracy or completeness of information.
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.