Joe Bayliss and Roy Furr
The summer slowdown has started. There’s less work to do in your business. So most of your competition just isn’t working.
But make no mistake… This is an incredible opportunity to work on your business. To get your marketing house in order for three of the best months of the year to generate leads.
It doesn’t mean you have to stay home from vacations or skip days off. It doesn’t mean you give up time with your family. It simply means there’s a big opportunity right now – use it or lose it – to spend a little more time working on the business and getting ready for big results this fall.
Before you know it, Labor Day will have come and gone. Vacations will be behind us. People will be returning to their normal routines. The weather will be changing. And college and NFL football will draw more eyeballs back to TV.
This year Thanksgiving is late – it’s on Thursday, November 28th. So between Labor Day and Thanksgiving you have this incredible three month stretch with little to no distractions.
Not only could this final sprint make or break your year – it’s also a great time to test new strategies and platforms that could set you up for even more growth in 2025.
This is a crazy-busy time for us and our most growth-focused advisors. We’re helping them prepare to launch new campaigns to start in early September.
Are you working with your marketing team to create a strategy for the second half of this year? Here are some things we review with our clients…
What are the marketing channels that are working now?
And should we pour gasoline on what’s working?
Which marketing channels generated (1) the most leads; (2) the most appointments; (3) and the most production?
What marketing channels are not working? And what are we doing about it?
What is the most cost-efficient marketing channel?
How can we expand this channel?
What other ways could we reach our target customer right now? Should we be testing these new platforms in September? (uhh, yea!)
What is our marketing message and call to action? Is it converting? How can we improve this now?
What happens when we get a lead? What is that process to convert them into an appointment with an advisor? Are we seeing constant conversion improvement? How can this process be improved?
A little bit of time spent working on your business during the next few slow weeks could make a massive difference for your results throughout the second half of the year.
Do want ideas and specific strategies, customized for your business and market? Schedule a free Marketing Audit by clicking HERE. In just 30-minutes, we’ll share objective and straightforward advice on your strategy, marketing channels, marketing copy and offer.
We’d love to do this for everyone, but we only work with financial advisors, tax consultants, and estate planners who invest more than $250,000/year in marketing.
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