2025 and BEYOND: The Year Your Marketing Works FOR You as a Financial Planner

If you're looking for quick wins or someone to sell you leads, you're probably in the wrong place.

But if you're interested in building a sustainable marketing system that will serve your practice for years to come, keep reading.

Start Where You Are ??

One year ago, I started working with a financial planner who was exactly where you might be today. Like many, she was relying solely on referrals, feeling stuck in the feast-or-famine cycle, and wondering if there was a better way.

After committing to her organic marketing strategy and our work together, everything changed. No quick fixes, just consistent action and trust in the process.

Today, she has a marketing system she truly owns - one that brings in consistent leads without spending a penny on advertising. Best of all? It works for her practice 24/7, whether she's at her desk or enjoying time off with her family.

Let's Be Real About This Journey ??

Here's what you might be thinking: "Another marketing strategy? I've tried those before." I get it. That's why I suggest starting with these questions:

Are you ready to step out of the referral-only comfort zone?

Can you commit to 2 hours per week for your practice's growth?

Are you willing to trust a proven process, even when results aren't instant?

If you're nodding along, let's talk about what's possible.

Your Path to Marketing Success ???

Want to know what really works? Here's the simple framework I've seen transform practices:

Block 2 hours in your calendar each week - treat it like your most important client meeting. This is your non-negotiable time for organic marketing. No calls, no interruptions, just focused strategy time.

Break it down like this:

? 40 minutes for genuine engagement - dive into real conversations, not just surface-level likes

? 40 minutes creating content that truly resonates with your ideal clients - share your expertise and real experiences

? 40 minutes for intentional connection-building - reach out to people who genuinely need your help

The key? Protect this time fiercely.

Think of it as an investment meeting - but instead of managing client portfolios, you're building your practice's future. When you commit to these focused blocks, your marketing starts working for you, not the other way around.

Learn from Those Who've Done It ??

Want a marketing system that works for the life of your business? Use that time to engage authentically online, create valuable content, and connect with potential clients. As one my clients put it,

'"This was the best decision I made. I'm now generating a consistent flow of leads thanks to this system!' It's proof that consistent effort with the right approach can transform your practice."

Looking Ahead to 2025 ??

Build content that works for you forever.

Create connections that grow stronger with time.

Develop systems that serve you for years, not just months.

Is This Your Path? ?

Let me suggest a different way of thinking about this decision:

Instead of asking "Will this work?" ask yourself "Am I ready to build something that lasts?"

Rather than wondering about quick results, consider the value of owning your marketing system.

Growth That Compounds ??

Consider this approach:

Every piece of content you create, every relationship you build, every system you establish - they're all assets that appreciate over time. Unlike paid leads that disappear when you stop paying, these keep working for you.

Ready to Begin? ?

Think of it this way: The best marketing system isn't the one that gets you clients tomorrow. It's the one that builds your practice for life.

Ask yourself this: A year from now, would you rather own a marketing system that works for you, or still be wondering if there's a better way?