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Advisor Marketing Made Simple
Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
Oct 9, 2024
Paul Sydlansky, Founder of Lake Road Advisors, dives into strategies for doubling his firm's size in five years. He debates the merits of digital marketing versus client referrals, emphasizing the importance of personal relationships. Paul discusses tracking referral sources and online leads, sharing insights on effective marketing metrics. He also highlights the value of email marketing and client gifting techniques that prioritize meaningful connections. Tune in to learn practical tips for enhancing client engagement and sustainable growth!
43:13
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Quick takeaways
- Balancing digital marketing and client referrals is crucial for sustainable growth, emphasizing the need to refine both strategies based on effective tracking.
- Building strong client relationships through personalized engagement and structured referral programs significantly enhances client loyalty and drives organic growth.
Deep dives
Marketing Growth Strategy
A key discussion revolves around strategies for Paul to double his firm’s growth within five years. Currently managing around 95 clients and approximately $75 million in assets, Paul expressed a desire to enhance his marketing efforts after experiencing steady but slow growth over eight years. He currently produces a range of content monthly, including blog posts and videos, and utilizes social media for outreach. The focus is on refining his approach to attract more qualified leads, especially mid-career professionals who need guidance in managing family finances.
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