5 Marketing Insights for Financial Advisors in 2024

Our world is changing FAST, and it seems like a full-time job just trying to keep up with it. The good news is, we’ve gathered the 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗳𝗼𝗿 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗶𝗻 𝟮𝟬𝟮𝟰 But know that the key to success lies in having the courage to be fluid and change our behavior, all while having the discipline to create a methodical process to activate these insights.

#𝟭: 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿-𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻
Consumers expect what they want, when they want it. We’re on 𝘁𝗵𝗲𝗶𝗿 timeline. The more we can use the data at our fingertips to connect with consumers' personal motivations and schedules, the more we will all benefit.

#𝟮: 𝗦𝗵𝗼𝗿𝘁-𝗙𝗼𝗿𝗺 𝗩𝗶𝗱𝗲𝗼 𝗳𝗼𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮
Consumers spend about seven hours a day online. Creating short-form videos is accessible to everyone. Creating video content takes work and know-how. But your videos don’t have to be a “Steven Spielberg” production, they just have to be authentic, and solve a specific problem.

#𝟯: 𝗧𝗵𝗲 𝗗𝗲𝗮𝘁𝗵 𝗼𝗳 𝗥𝗮𝗱𝗶𝗼 𝗮𝗻𝗱 𝗧𝗩 𝗜𝗻𝗳𝗼𝗺𝗲𝗿𝗰𝗶𝗮𝗹𝘀
For years, advisors have invested millions in 30 and 60-minute infomercials on tv and radio, while audiences have been eroding. Between the high-cost barrier of entry, radio’s absence of weekend audiences, decreased tv traditional viewership, and on-demand viewing it’s time for the industry to really evaluate the effectiveness of it.

#𝟰: 𝗧𝗵𝗲 𝗘𝘅𝗽𝗹𝗼𝘀𝗶𝗼𝗻 𝗼𝗳 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝘃𝗲 𝗔𝗜 (𝗜𝘁'𝗹𝗹 𝗴𝗿𝗼𝘄 𝗯𝘆 𝟯𝟬% 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿!!)
AI is amazing in many ways but at the end of the day REMEMBER, there needs to be an individual teaching your AI to get the best and most desired intelligence from it, and a person with a strategy that can monetize it.

#𝟱: 𝗧𝗵𝗲 𝗘𝗻𝗱 𝗼𝗳 𝗧𝗵𝗲 “𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝗱 𝗔𝗴𝗲𝗻𝗰𝘆”
Even though we built our company by combining a bunch of digital platforms, we’ve never called ourselves a “digital” agency because no matter what any of us do in any industry, we ALL live in a digital world.

𝗦𝗼, 𝘄𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗱𝗼 𝘁𝗼 𝗮𝗰𝘁𝗶𝘃𝗮𝘁𝗲 𝘁𝗵𝗲𝘀𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀?

𝗟𝗼𝘃𝗲 𝗖𝗵𝗮𝗻𝗴𝗲
To be successful in life and in business, we need to be malleable. Accept the fact that changing behavior should not be a choice...but just part of the human experience, and a necessity in business.

𝗔𝗻𝗱... 𝗟𝗼𝘃𝗲 𝗬𝗼𝘂𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀
Activating some of the items that we believe to be essential for 2024 will require a process...and that’ll take time. Mike Tyson talks about the process of training this way: “It's doing what you hate to do but doing it like you love it.” Learning to embrace the process...as tedious as it can be... is essential in order to compete effectively today.

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