Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)

Advisor Marketing Made Simple

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?

In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.

Key questions we address include:

► How many clients should I target to reach my revenue goals?

► What's the most effective way to scale beyond my warm market?

► Should I focus on referral marketing or explore other channels?

Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.

Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.

Resources:

• Sign up to be an advisor guest on the show
• Higher Impact Financial (Eric’s firm)
• Dex CRM
• The E-Myth Revisited by Michael Gerber
• Dan Sullivan (Author)
• XY Planning Network (XYPN)
• NAPFA
• Kitces Marketing Research on Referral Marketing
• Altruist