repeatable processes Archives - Don Connelly & Associates

Stop Random Acts of Marketing: How to Build a Repeatable Client Acquisition System

/ by Don Connelly / Marketing Yourself / 0 comments

Picture this: It’s January, and you’re fired up. You blast out a polished email newsletter to your list, promising yourself you’ll do it monthly. You even make a few cold calls and post a thoughtful LinkedIn update.

Then, life happens. Client meetings pile up, paperwork buries you, and by April, you realize you haven’t sent a single follow-up. Sound familiar? This is what I call a random act of marketing—a burst of effort followed by radio silence.

For financial advisors, this pattern is all too common.

What Are Repeatable Processes and Why Do You Need Them?

/ by Don Connelly / Best Practices / 0 comments

Repeatable processes are processes that can be followed day in, day out. The task of developing repeatable processes may appear time-consuming (even mundane), but it’s essential if you are to grow your business.

Just as the setting and the following of daily routines helps in everyday life, successful advisors know that by creating consistent repeatable processes they’ll build up a competitive advantage that’s hard to beat.

Here’s why you should be incorporating repeatable processes into your business model.