37. 3 Marketing Mistakes Financial Pros Keep Making (And How to Fix Them)

Marketing can make or break your business—especially for financial pros who want to grow but feel stuck, unseen, or like they're shouting into the void. If you're relying on cookie-cutter content or getting caught up in engagement pods, this episode is the tough love (with lots of heart!) you didn’t know you needed.

In this episode, I chat about:

 

• What "ready-made" content is and how it’s hurting your credibility
• Why blending in with generic templates makes you forgettable
• The client onboarding process: why good marketing takes time and strategy
• Why talking to your peers instead of your ideal clients is hurting your visibility
• The truth about engagement pods and how they confuse the algorithm
• Tips for building marketing that reflects you—your voice, your values, and your vibe

 

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Services - Simplified Marketing Services

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