The Golden Rules of Marketing
Two foundational marketing principles every financial advisor should follow: to attract you must also repel, and disqualify people as quickly as possible.
A running list of marketing principles for us advisors to follow.
1. To attract, you must also repel.
Effective marketing requires taking clear positions that naturally appeal to some audiences while deterring others.
2. Disqualify people as quickly as possible.
Identify and filter out poor-fit prospects early in the sales process to focus efforts on qualified leads.