The Necessary Struggle Many Advisors Face: Marketing

A business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing is a necessary struggle they must face. 

In this episode, Matt Ackermann is joined by the chief marketing officer at InTouch Innovations, Becca Zophin. Becca shares her expertise in marketing, revealing one of the biggest mistakes advisors make in their business. She discusses some of the marketing tactics she uses for advisors and the benefits of third party platforms in marketing.

Becca discusses:

  • What is one of the biggest marketing mistakes done by advisors
  • Why marketing is so important to advisors
  • How email marketing has maintained its relevance
  • The benefits of third party marketing platforms
  • And more

Related: Brand Building With Tony Stich