"How much of my time will this take?" - the crucial question every advisor needs to ask before hiring a marketing partner.
Stephen Beach and Faustin Weber tackle head-on what financial advisors really want to know about working with marketing agencies like Craft Impact.
We cover:
- What's really required of you in the first 90 days of a partnership
- How we structure meetings to maximize efficiency and minimize your time commitment
- The communication cadence that works best for busy advisory firms
- Real examples of how we've streamlined our process to take work off your plate
⏱️ Timestamps:
- (0:00) Welcome & the time management concern
- (1:22) From overwhelmed to efficient: our approach to advisor time
- (3:11) Setting the right expectations for initial workshops and meetings
- (4:38) Carrying advisors' mental load on marketing tasks
- (9:38) Establishing trust and communication with partners to save time
- (11:45) Using Slack/Teams for quick updates between meetings
- (14:49) The meeting agenda approach that respects your schedule
- (15:41) How we help you delegate marketing tasks within your team
Before hiring any marketing partner, understand exactly what time commitment will be expected from you and your team. This episode gives you the straight talk on working with Craft Impact.
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