The most successful FAs are maintaining consistent communication with their clients while building content systems that showcase their unique value and expertise. Lazy marketing is killing advisory practices.
• Financial practices that stop communicating with clients are "already dead"
• Preventing attrition and retaining the next gen
• Advisors should create marketing they're genuinely proud
• Expect 12-18 months of consistent effort before seeing results
• People in their 50s face pressure to catch up on retirement savings with limited time
• People in their 40s struggle with "sandwich generation" pressures and lifestyle creep
• Social's creating unrealistic expectations
• Why clients are staying with the wrong advisor—they don't know what better looks like...
• Small advisory firms should consider merging to improve efficiency and client service
We hope you enjoy!
Thanks for listening!
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📄 Dollars & Diagrams Newsletter
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