Advisors Obsession with Traditional Marketing Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment.
Financial advisors, like doctors or lawyers, are more often than not highly trained professionals with one job: taking care of their clients. The amount of time it takes to attain a CFP, a CFA or countless other credentials, and to look after people’s financial lives day in and day out, 24/7, 365 is often staggering. It is hard work. Being a trusted financial expert is a full-time job. If you add business ownership to that already substantial responsibility, the job is even more challenging.