With markets in disarray, many investors are looking for help from financial advisors. While it may seem counterintuitive, now is the time to boost – rather than cut – your marketing spend and optimize your visibility online.
In this episode, Laura Gregg and David Partain are joined by Malcolm Ethridge, a financial advisor and executive vice president of CIC Wealth Management. Malcolm explains why is ramping up his marketing activities and how they are different than what he was doing earlier in the year. He also talks about how he is getting referrals during the COVID-19 pandemic without asking for them..
In this episode, you will learn:
- Which digital marketing strategies have been effective for Malcolm
- The importance of working with your compliance officer to be as nimble as possible
- A different approach to attracting referrals
- Why LinkedIn is such an important platform for advisors today
- And more!
Tune in now for ideas on how to shift your marketing and ramp it up during this time when people are increasingly looking for your expertise.