Bowen: First and foremost, they should never lose sight of their current and future clients. Those clients are counting on them.
Once advisors are in a position to consistently deliver a world-class client experience, they’re ready to scale up. I recommend that they begin to incorporate marketing automation and to leverage content at that time.
The top thing that the affluent cite in what they want from their financial advisors is that they want to work with experts. When financial advisors demonstrate their expertise by publishing their first e-book and then using technology to attract affluent individuals to both live workshops and virtual seminars, they will get the affluent to raise their hands to explore working with them. They can design their programs exactly the way they want to achieve their growth goals.
I wish all financial advisors the best of success in achieving all that is important to them.