Advisors: Don’t Be Scared of Marketing

Your heart begins to race. The hairs on the back of your neck stand up. A shiver runs down your spine. One simple word unleashes your fears… MARKETING.

We know how scary it is to put yourself out there. On top of everything else you do for your financial group, it’s hard to escape the feeling you’re not doing enough, mixed with the imminent fear of missing out in the marketing realm. You may find yourself stressing over creating an email newsletter. Also, when was the last time you advertised? Oh, and don’t forget the social media algorithm! When it comes to marketing, we understand there is a lot to cover. Thankfully, we’re here to pull back the curtain and show you marketing does not have to be scary. Let’s explore the 5 ways to slay marketing and dispel your fears!


One of the biggest mistakes in marketing is a lack of planning. To help you and your team succeed, schedule a time to plan upcoming content and delegate who will be contributing what. Doing so ensures you establish quality over quantity without worrying about coming up with something last minute. Nervous about social media? Watch What To Post On Social Media And How Often and learn some helpful social media tips!


In this tech-savvy world, having an online presence is a no-brainer. (Sorry, zombies!) This is why you must regularly update your content, especially on your company’s website. There’s nothing worse


A misconception about marketing is that you must establish a persona or public image representing “the company.” Sure, we want you to express your business, but do you know what makes you stand out among your competition? It’s YOU. Showing a bit of your personality is your greatest strength. Not sure where to start? Check out Why Having Fun In Your Content Is Important and learn the fundamentals of fun.


We think it’s great you want to build your grow client list, but are you unintentionally “ghosting” your current clientele in the process? As you know, focusing on relationships is the best way to keep your clients coming back. Sending a personalized email to check in with your customers every now and then sends them a reminder that you are available and value them.


Sometimes your pursuit of staying up with the latest trends and being remembered may be reminiscent of a magician full of smoke-and-mirror effects. Whenever creating content, be honest and deliver on your promises. You’ll be able to show you can be trusted, which is a key to unlocking your marketing magic. Also, don’t shy away from giving free content to your clients AND the public. This provides the opportunity for you to show your talents and skills, all while educating and enriching others’ lives.

It may seem daunting, but marketing isn’t so scary after all. We’re hopeful these marketing tips will encourage you to slash your fears and take your marketing from surviving to thriving.

Related: Is Your Marketing Prepared To Outlive You as an Owner?