Quick story: The reason I’m so passionate about this topic is because about 2 years ago, I got a desperate email from a financial planner who was really in a tough situation…. I didn’t know him that well. I knew him OK – good guy. And his email went something like this: “Hey Steve, I[…]
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Choosing the right Target Market for your financial planning business can be HARD!! “I’m not sure who to focus on….” “I don’t want to narrow down my opportunities…” “There are so many people that need my help and I feel like I should help everybody…” All of which may seem like valid reasons for trying[…]
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One of the complaints I hear most from financial planners is about the fact that they do some sort of marketing, Facebook ads, LinkedIn posts or even emails, or review reminder letters and they say to me, “Steve, this marketing caper just doesn’t work! It’s too hard and I’m not getting any traction…! I’m spending[…]
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