Marketing Strategy
A practical marketing framework designed for your regulatory context and time constraints.
- 1
What is the Canadian advisor marketing reality?
77% of financial advisors have no documented marketing strategy. Learn why the Canadian context demands a different approach and what this guide will help you build.
3 min read - 2
How do I build a marketing strategy foundation?
Move beyond demographics to define your ideal client, find your differentiators, and craft a position statement that guides all your marketing decisions.
4 min read - 3
What are the compliance rules for advisor marketing?
Navigate CIRO advertising rules, PIPEDA consent requirements, and Quebec's distinctive regulations. Learn which content categories get faster compliance approval.
5 min read - 4
What are the highest-leverage marketing activities?
Discover the 80/20 of advisor marketing: referral systems, digital presence essentials, and content that compounds. Focus your limited time on what actually works.
4 min read - 5
How do I build a minimum viable marketing system?
A practical 2.1-hour weekly marketing plan with monthly and quarterly rhythms. Plus a recovery framework for when the system inevitably falls apart.
3 min read - 6
How do I measure marketing results?
A simple metrics framework for financial advisors: track inputs, activities, and outputs. Learn the leading indicators that predict success before results appear.
3 min read - 7
How do I sustain a marketing practice?
Turn strategy into action with habit formation principles, scaling guidance for different practice stages, and clarity on when to DIY versus get outside help.
3 min read