Today, I’m back with more — this time, to guide your focus.
Most financial advisors I meet are investing significant time and effort into growing their firm, generating referrals, and attracting new clients. They’re putting in the work, but with countless marketing tactics to choose from, it’s easy to feel overwhelmed and to wonder where to focus for the greatest impact. Should you double down on social media? Invest in paid ads? Spend more time networking? What will work?
The truth is, not all strategies are equal. Some marketing options aren’t relevant to your situation, and spreading yourself thin can not only dilute your results, but cause major frustration.
In this video, I break down the No. 1 thing you should focus on for organic growth: ensuring your marketing efforts are strategic, effective, and aligned with your long-term goals.
Want more? 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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