Financial Advisor Marketing Podcast cover image

Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)

Financial Advisor Marketing Podcast

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Financial Advisors Jump Right Into a One Hour Discovery Meeting

I see a lot of financial advisors jump immediately to like the one hour discovery meeting as you call it or the initial consultation. They try to jump right into an hour meeting. Advice that I've given is to start with 15 minutes, but we don't have any studies or research to back that up. The idea isn't necessarily to sell. Just to see if the financial advisor wants to work with you. It's amazing what you think works a year ago. You reach with them and realize no, it's a lot of things change in the year. So you got to make sure that they're updated.

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