What to Look for in a Marketing Coach

What to Look for in a Marketing Coach

Hiring a marketing coach is an investment in yourself and your business. If you opt to work with a marketing coach, you should research your options before you commit. This ensures that you select someone capable of meeting your needs as a financial advisor. Selecting a coach that meets your needs doesn’t mean just looking for someone who can work with your schedule. It also means looking for someone who can prove that they’ll help you get real results. Taking the time to find the right marketing coach is vital if you’re looking to successfully grow your practice.?

What kind of experience do they have?

Anyone can claim to be an expert after working in the industry for a couple of years or even taking online courses. When you look for a marketing coach, you want to look for proven experience. If a coach was previously a financial advisor, you want to verify that they were successful. You should never follow the lead of a mediocre financial advisor, and that doesn’t change when you’re looking for a coach. When a coach doesn’t have a finance background, you should look at their success in their previous field and apply the same principles. You can also consider how busy they are. Coaches who have open availability may not offer great service, or they may be new and lacking in experience. Given the resources you’ll invest in working with a coach, you should avoid being a test subject for someone who’s new and working on their own.??

What do they offer?

When researching marketing coaches, it’s important to consider what a coach offers in terms of services. If you’re looking to improve your marketing strategy and grow your business, you want to work with a coach who focuses on those things. Another thing you should consider is how they actually run their coaching sessions. A coach who’s going to tell you to read books and occasionally ask about your metrics is unlikely to help you reach your goals. Look for someone who is methodical and has a real plan for helping you achieve growth. Depending on your preferences, you also want to consider if they offer in person or virtual coaching sessions. Your end goal is to find someone who’s going to teach you actionable skills while working with your scheduling needs.?

What do their clients say about them?

Feedback or testimonials from the coach’s other clients ?can inform your understanding of their experience and success rate. The information they provide can help you decide if a coach works in a way that is a good fit for you. If you’re unable to find this kind of information for a coach it could be a bad sign. They may not be asking for feedback and testimonials, or they may be hiding negative feedback. In either case, you should reconsider using their services.

Take a "Test Drive"

One way to get to know a coach and see if you're a good fit to work together and accomplish your goals is to take a "test drive." Listen to their podcast, read their newsletters, or take advantage of webinars or short-term programs they offer.

Beginning March 14, we're offering 6 Weeks to 25 New Clients. This program teaches you the marketing essentials you need to acquire 25 new quality prospective clients in just 6 weeks. It's a great way to try out our coaching program and gain new skills, resources, and new clients at the same time.

Finding the right fit is critical when you’re looking for a marketing coach. Having the right coach means you’re more likely to reach your goals. If you’re ready to reach your growth goals,?contact us ?to schedule a consultation.

Lynn E. Kitchen

Investment Strategist & Mentor | 34+ Years Elevating Wealth | From Six Figures to Seven and Beyond

8 个月

SO important to think through what could be possible with a marketing professional by your side!1 I'm intrigued how you came about a 6- week test drive idea? Its interesting. Thanks

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Norm Bond

Author | Digital Marketer & Strategist | AI Innovator

8 个月

Great advice for choosing a marketing coach. I also advise folks to try before they buy. Doing your research is key. Successful coaching is a partnership. The best results come when there is mutual understanding and dedication to achieving the goals.

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Luann Horobin, BAHS, MCC

Executive & Leadership Coach | Career Acceleration | Mindset Transformation Consultant | Vertical Development | ??Advanced NLP l? Creating New Conversations & Realities | ??Get What & Where You Want, When You Want

8 个月

Stephen Oliver, MBA Each and every one of these points is essential, and then to ultimately take the test drive can make the biggest difference in choosing the right coach. Thank you for your insights!!

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Paul Bilodeau

Working with Fortune 1000 organizations to build strong Inclusive Leadership Pipelines | Leveraging CNEXT's CEO Network and SME's to help today's Senior Leaders become tomorrow's Inclusive C-Suite

8 个月

A strategic reminder on the importance of selecting the right marketing coach - your post provides valuable insights on assessing experience, services offered, and client feedback. The "test drive" approach is a brilliant idea, allowing potential clients to experience the value firsthand. Wishing you continued success in helping financial advisors achieve their growth goals! ??

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Carrie Rattle, Financial Coach/Therapist MBA, CDFA, AFC

Helping Professional Women Build $ Confidence, $ Mindset, $ Peace | Decrease Shame, Increase Time and Money | One of Top Overshopping Programs Rated by PhDs | Therapist & Advisor Referred

8 个月

Marketing covers such a broad range from strategic to social media expertise to the fundamentals. It is so important to define what we think we need in our own business growth before we reach out to experts. No one will know our business like us, and even a good marketer can't be a mind reader. A good summary Stephen Oliver, MBA

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