Advice firms are marketed to relentlessly, and most have tried several channels — social media, paid search, directories, events, content, lead purchase — with widely varying results.
This matters because marketing spend in a small firm is direct profit, and because the channels that generate enquiries are not always the ones that generate suitable clients.
Discussion questions:
- Which marketing activity has produced clients you were glad to take on?
- What have you stopped doing, and what prompted the decision?
- How do you judge whether an enquiry source is worth continuing?
Please do not use this thread to promote your own firm or a marketing service.
As always, this is an editorial discussion starter written by Adviser Forum rather than a member opinion. Nothing here is regulated advice, no view expressed should be treated as a settled industry position, and any example you contribute should be anonymised so that no client, colleague or firm can be identified from it.