Liz Willits

So far this year, I have had more than 3,400 email exchanges with financial advisors asking me questions about challenges in their businesses. 🤯
 
 Most financial advisor marketing challenges should be solved with strategies, not tactics. For example...
 
 Tactic: "I want my marketing to do better, so I will apply this copywriting formula to my website."
 
 Strategy: "I want my marketing to do better, so I will speak directly to my target market and solve their problems."
 
 Tactic: "I want more people to open my emails, so I'll use emojis and brackets to grab attention."
 
 Strategy: "I want more people to open my emails, so I'll focus on writing emails that people actually want to read."
 
 Tactic: "I want to set more appointments with prospective clients, so I'm going to buy some leads."
 
 Strategy: "I want to set more appointments with prospective clients, so I'm going to make my offer more appealing to them."