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The Perfect RIA
When Marketing Works
May 9, 2024
Explore the importance of active listening in marketing, use client vocabulary for effective communication, and focus on consistency in content creation. Learn about personalized customer service, financial webinar opportunities, and yearly marketing strategies for financial advisors.
31:01
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Quick takeaways
- Consistency in marketing is vital for success, don't lose momentum.
- Effective communication and active listening enhance client relationships and experiences.
Deep dives
The Importance of Consistency and Intentionality in Marketing
Consistency and intentionality in marketing are crucial. It is emphasized that taking one's foot off the gas pedal in marketing is equivalent to slamming on the brakes. The podcast stresses the significance of staying focused and hyper-intentional in marketing efforts to avoid getting lost in the noise of media. Specific examples from a financial planning firm's unique marketing strategies are shared, highlighting the importance of niche marketing and listening to and addressing clients' inquiries directly.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode