Emerging Advisor
Emerging Advisor Podcast
Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Ep 4: Get Results Using the 3 Ms of Marketing
by emergingadvisor

Developing a plan for driving new clients to the business can be a challenging and frustrating process but it doesn’t have to be. Marketing can be separated out into three pieces – the 3 M’s – and when those are all working together, results will follow. Today we’ll explore this strategy and share examples of how Scott applies this to the business.


Show notes and additional resources: https://www.emerging-advisor.com/ep-4-get-results-using-the-3-ms-of-marketing/ 


Today’s rundown: 

1:21 – Today we’re talking about the three M’s in the results triangle.

3:02 – Explaining the three M’s are: message, market and media.

4:51 – You need all three of these to be in place simultaneously.

5:45 – Scott shares an example of how he’s applying this for upcoming classes. 

12:10 – Why podcasts are such a strong medium right now.

14:39 – Messaging changes from market to media

14:43 – More examples of how all three legs of the stool need to be in place to be effective?

17:45 – Which part of the triangle do advisors struggle with the most?

19:56 – Scott shares another example of how this works with Social Security.

Ep 4: Get Results Using the 3 Ms of Marketing
Ep 3: Setting a Profit Target for Your Business
Ep 2: Putting Together the Ultimate Practice Blueprint
Ep 1: The Genesis Story Behind Emerging Advisors
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