Five Marketing Truths You Don't Want to Hear

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Marketing occurs in the advisory profession in the absence of common sense. Here are five brazen misunderstandings shared by the readers of my articles.

1. Most advisors cannot actively market their businesses

Far fewer of you should be trying to market yourself. You shouldn’t be attempting to market your practice if you are:

  • impatient;
  • lazy;
  • extremely time-constrained; or
  • too self-conscious to make public representations on a consistent basis.

If any of the above apply, you are not meant for marketing. I’ve dealt with all these types. It never went well.

Figure out if you need to market.