What to Look for in a Marketing Coach

November 24, 2020 by

Advisor Wealth Mastery Team

Hiring a marketing coach is an investment in yourself and your business. If you opt to work with a marketing coach, you should research your options before you commit. This ensures that you select someone capable of meeting your needs as a financial advisor. Selecting a coach that meets your needs doesn’t mean just looking for someone who can work with your schedule. It also means looking for someone who can prove that they’ll help you get real results. Taking the time to find the right marketing coach is vital if you’re looking to successfully grow your practice. 

What kind of experience do they have?

Anyone can claim to be an expert after working in the industry for a couple of years or even taking online courses. When you look for a marketing coach, you want to look for proven experience. If a coach was previously a financial advisor, you want to verify that they were successful. You should never follow the lead of a mediocre financial advisor, and that doesn’t change when you’re looking for a coach. When a coach doesn’t have a finance background, you should look at their success in their previous field and apply the same principles. You can also consider how busy they are. Coaches who have open availability may not offer great service, or they may be new and lacking in experience. Given the resources you’ll invest in working with a coach, you should avoid being a test subject for someone who’s new and working on their own.  

What do they offer?

When researching marketing coaches, it’s important to consider what a coach offers in terms of services. If you’re looking to improve your marketing strategy and grow your business, you want to work with a coach who focuses on those things. Another thing you should consider is how they actually run their coaching sessions. A coach who’s going to tell you to read books and occasionally ask about your metrics is unlikely to help you reach your goals. Look for someone who is methodical and has a real plan for helping you achieve growth. Depending on your preferences, you also want to consider if they offer in person or virtual coaching sessions. Your end goal is to find someone who’s going to teach you actionable skills while working with your scheduling needs. 

What do their clients say about them?

Feedback or testimonials from the coach’s other clients can inform your understanding of their experience and success rate. The information they provide can help you decide if a coach works in a way that is a good fit for you. If you’re unable to find this kind of information for a coach it could be a bad sign. They may not be asking for feedback and testimonials, or they may be hiding negative feedback. In either case, you should reconsider using their services.

Finding the right fit is critical when you’re looking for a marketing coach. Having the right coach means you’re more likely to reach your goals. If you’re ready to reach your growth goals, contact us to schedule a consultation.

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