20 Questions for a Marketing Plan

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I love my job. I get to work with advisors I respect who are making a positive (often transformational) impact on the lives of their clients.

Sometimes it can be frustrating. I wish we could do more to help our clients.

A common request

Both before and during the pandemic, the request is phrased in different ways, but my prospects ask the same question: “We want to grow our firm. Can you help us generate more leads and increase our AUM?”

Sometimes the requirements are more specific. One prospect wanted to add five clients with assets over $20 million in the next 18 months.

Having goals is laudatory – like having a destination in mind when you start on a road trip.

In both instances, you need a map.