How do you grow an email list for your financial advisory practice?

In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice.

Key questions we address include:

► Is email marketing the right focus for growing my practice?

► How can I leverage my speaking engagements to build my list?

► Should I go local or national with my marketing efforts?

Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy.

Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Chad Chub - an advisor who has a well-niched website for physicians.
• Tyler Olson - an advisor who focuses on early and mid-career physicians.
• Brian Hanks - an advisor who specializes in working with dentists.
• “The Best Marketing Strategy” on The Experiments in Advisor Marketing Podcast

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:

• Sign up to be an advisor guest on the show
• LinkedIn Operating System by Justin Welsh

Are you struggling to find your niche and grow your financial advisory practice?

In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website.

Key questions we answer include:

► How can I uncover my ideal clients' true pain points?

► Should I focus on Twitter, LinkedIn, or both for marketing?

► What's the best way to create a personal brand while working for another firm?

Whether you're a new advisor or looking to take your firm to the next level, this episode provides actionable advice on honing your marketing message and attracting your ideal clients.

Tune in to learn how to cut through the noise and build a thriving advisory business.

Resources:

• Sign up to be an advisor guest on the show
• Purpose Path Capital (Ryan’s Firm)
• How Growth Focused Firms Write Killer Copy (Slides)
• Nate Hoskin's landing page
• Leadpages
• Pocket
• Notion