The Key to Marketing Success

The Key to Marketing Success – Pick One Thing

As an advisor, figuring out how to get started with a marketing program can feel overwhelming. Learn the most effective way to get started.

You need to pick a task that is meaningful enough to make a difference, but simple enough that you can get it done.

- James Clear

In your career as a financial advisor, you’ve probably attended many presentations, workshops, and webinars on the subject of marketing best practices. You’ve listened to peers share their success stories and felt inspired to follow in their footsteps. But figuring out where to get started can be overwhelming, and oftentimes nothing gets done.

The key to success is picking one thing to start with.

Don’t take on too much at once. As entrepreneur James Clear said, “You need to pick a task that is meaningful enough to make a difference, but simple enough that you can get it done.” Let’s break that down.

Meaningful enough to make a difference.

Simply changing your email signature is probably not meaningful enough to make a difference. But setting up a LinkedIn profile might be, if your target market consists of professionals using LinkedIn. To determine what’s meaningful, examine your target market and consider what’s most important to them.

Simple enough that you can get it done.

Writing a weekly blog might be meaningful, but if that task seems too daunting, you probably won’t get it done. To start with, pick a task you can execute without exerting yourself or disrupting your routine too much. Website need a refresh? Start by calling your website host to see what simple upgrades can be made. Interested in writing a blog? Start by creating a content calendar of topics you want to discuss.

By picking one, simple step to get started, you’re more likely to take action. And that one step will lead to another, and then another, and before you know it, you’re running a comprehensive marketing strategy that delivers results.

Consult with an expert.

If you’re not sure what simple first step makes the most sense for your practice, consult with someone who can help guild your efforts and recommend the right task to meet your primary objective.  LPL advisors can contact Marketing Consulting for one-on-one consultations.


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Sarah provides custom marketing and social media consultations for LPL Finanical advisors and investment programs. In this role, she consults with and supports clients in effectively marketing their business in today's increasingly competitive environment. View full bio.