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Advisor Marketing Made Simple

7 Questions to Ask Before Hiring Marketing Help

Nov 13, 2024
Thinking about hiring marketing help for your advisory firm? Discover when it's the right time to seek assistance and the three main types of marketing professionals available. Learn crucial questions to ask potential partners and beware of red flags during the hiring process. Explore strategies for setting a realistic marketing budget and the importance of collaboration for success. Plus, uncover alternative solutions if you're not ready to hire yet. Equip yourself with insights to scale your business and navigate the marketing landscape confidently.
39:50

Podcast summary created with Snipd AI

Quick takeaways

  • Recognizing the right moment to hire marketing support is crucial for financial advisors experiencing growth plateaus or expansion phases.
  • Establishing clear marketing goals and budgets for the next 12 to 18 months enhances the effectiveness of hiring decisions and collaboration.

Deep dives

Recognizing the Right Time to Hire Marketing Help

Financial advisors can recognize it's time to hire marketing help when they experience a growth plateau or are in a phase of significant growth. In such cases, handling all marketing efforts alone becomes unsustainable, and seeking additional support can enhance overall business development. An example given is that larger firms often benefit from hiring a marketing manager to help manage increasing demands. Advisors should also be aware that good marketing takes time, and having patience to understand the expected timeline for results is crucial.

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