Experiments in Advisor Marketing

Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use

7 snips
Oct 14, 2021
Guest
Carl Richards
In this episode, experienced advisor and author Carl Richards discusses why financial advisors struggle with marketing and offers tips for improvement. He also shares a step-by-step marketing project. Topics include fear of sharing work, building trust, finding a niche, overcoming fear, and taking action.
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Episode notes
1
Introduction
00:00 • 3min
2
Creating a Niche and Overcoming Marketing Fears
03:07 • 26min
3
Overcoming Fear and Taking Action
28:52 • 8min
4
Exploring Scary Projects and a Unique Book Release
37:17 • 4min
5
The Intimate Form of Risk in Engaging in Interesting Marketing
41:30 • 2min
6
Book Release, Taking Action, and Dancing with Dragons
43:45 • 5min