Our 7 Biggest Marketing Lessons From 2021 for Financial Advisors

In 2021, we re-branded to ProudMouth, surpassed 300 episodes of this podcast, started a new podcast, and built a learning platform called PodRocket Academy. 

We’ve been busy. And we’ve learned a lot about marketing during these last 12 months!

In this episode, Matt Halloran and Kirk Lowe share their seven biggest marketing lessons from 2021. They turn these lessons into strategies that you can implement in 2022 to create marketing that scales your credibility and attracts ideal clients.  

Matt and Kirk discuss:

  • A quick exercise for quantifying what you’ve gotten better at in your business
  • Why self buy-in and word-of-mouth marketing are keys to marketing success
  • What is (and isn’t) working for the most successful advisors in the industry
  • Reasons to focus on long-term momentum instead of short-term ROI
  • And more

Related: 4 Systems To Build a Resilient Advisory Practice With Jay Coulter