

Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)
42 snips Sep 11, 2024
Jason Sherman, a dedicated financial advisor, seeks to enhance his marketing strategy in this insightful discussion. He dives into why his current efforts aren't yielding results and explores how to refine his niche to attract the right clients. Topics include the value of clear messaging, the importance of digital marketing and networking beyond existing referrals, and strategies for engaging specific demographics like banking and aviation professionals. The conversation concludes with practical advice for building trust and nurturing client relationships to improve overall marketing effectiveness.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Client Demographics and Referrals in Financial Services
02:41 • 2min
Navigating Client Referrals and New Connections
05:08 • 3min
Refining Marketing Strategies for Financial Planning
08:24 • 24min
Navigating Marketing Challenges: Strategies for Clarity and Growth
32:40 • 4min
Refining Marketing Strategies for Better Client Engagement
36:49 • 2min