1 The Financial Planning Marketing Conundrum (and what to do about it)
It’s the Advice Marketing conundrum.
You want leads. They need advice.
Why doesn’t it all just come together?
Of all the problems most financial planners, accountants and brokers I speak to would love to solve, consistent, great quality leads is up there.
To create a flow of leads that means you can invest more time back into advising, instead of worrying where the next opportunity is coming from, drinking a thousand coffees with potential strategic partners or waiting for clients to refer through.
To be able to connect easily with people who don’t come questioning, but instead know who you are and how you help.
Great clients who come into your office whispering the magic words, “I know who you are. I know what you do. I’m here to talk to you about whether you can help me”
For the most part, though it doesn’t work like that, and the reason is this.