Blog Detail

Inside the Strategy - The Advisor Marketing Model

by The Seven Team

The financial advisor marketing model is largely broken.

Sunken costs, execution with no real direction, no systems in place for scalability – we see it every day in conversations with clients. It’s a model that is hard to detach from and one that’s rooted in years, and years of success in a very different environment. We sat down to discuss what has changed, where the gaps are, and the steps advisors can take to fix it.

 


site logo

Interested in learning more? Let's connect.