Advisor Marketing: What to Outsource vs. What to Insource

The primary objectives for investing in marketing activities are to deepen relationships, improve communications with existing clients, and acquire new clients

In-house marketers should focus on their website, client communications, and social media

64% of marketers outsource their writing in some way.
90% of clients interviewed consider their advisor’s communication frequency when deciding whether to refer.
Timely content is crucial (ensure you have content ready to go – or someone dedicated to create content – as soon as news drops).
Just one to two blogs per month can boost your leads by 70%.
A Successful Social Media Strategy requires frequency, consistency, and relevance, and outsourcing can be a game changer in helping you post more regularly with strong content.

It should free up your time. Advisors who outsource their marketing typically free up 30% of their time.
It will improve the quality and results of your marketing. Hiring a firm specializing in marketing - and who you believe is a thought leader in marketing best practices will keep you ahead of the curve - AND yield better results.
Less expensive (and less work) than hiring and managing an internal resource.

Outsource your marketing foundational elements.
Budget a small amount of time each month to make the content your own and incorporate those things that a vendor/partner just can’t do for you like posting pictures, sharing podcasts, making videos and hosting events.
Outsourcing the key fundamentals enables you to free up the time to do the things that together make for tremendous success.

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