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Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.
When asked during a recent fireside chat with 188 advisors, “What are the top two marketing mistakes you see holding firms back?,” I knew the answer immediately. One of them – what I’m sharing in this video – has nothing to do with specific strategies or channels. It’s a key move that actually drives results, yet most advisors don’t deliver on it.
Watch the video above to learn what this No. 1 mistake is – and how avoiding this mistake can accelerate your firm’s growth. I’ll come back next month to share mistake No. 2.
What’s on YOUR mind?
This is a free advice column for advisors and I’d love to hear from you. Send me any marketing question here and I’ll create a short video like this to help you with strategic next steps.
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Carolyn Dalle-Molle, an accomplished growth marketer, boasts a proven track record with a realistic, iterative approach to marketing. As VP of Consulting and Innovation at Ficomm Partners, she shares her wealth of marketing expertise with purpose-driven financial advisors. Dalle-Molle began her career at a top SEO firm in Boston, where she witnessed the transformative impact of a brand’s digital presence. Beyond search, she has excelled in diverse marketing roles, notably increasing a fintech company's lead list from 5,000 to an impressive 30,000 in just two years with no budget. Later, hired by two MIT co-founders, Dalle-Molle skillfully led a small team to achieve an 8x increase in sales in under one year. Most recently, as the in-house marketing consultant at XY Planning Network, she played a pivotal role in supporting the growth of over 1,600 advisor members. Dalle-Molle is a mother of two, antique home owner, garden hobbyist, and lover of design.
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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.