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Selling financial services doesn’t have to feel “salesy.”
In this month’s video, we explore how you can promote your work as an advisor in a way that feels deeply aligned with who you are. I also share actionable steps that allow you to convert more leads – without coming across as pushy.
It all begins with your intention. Rather than thinking, “I don’t want to be pushy,” consider how you do want to be perceived. This shift will empower you to show up clearly and authentically, a step toward driving greater impact on key growth metrics.
Watch the video above to see how I coached one advisor through this challenge and guided them toward a more strategic, actionable approach.
What else is on your mind?
“Dear Ficomm” is a free advice column for advisors, and I’d love to hear from you. Send me any marketing question here and I’ll create a short video like this to help you with strategic next steps.
Carolyn Dalle-Molle, an accomplished growth marketer, boasts a proven track record with a realistic, iterative approach to marketing. As VP of Consulting and Innovation at Ficomm Partners, she shares her wealth of marketing expertise with purpose-driven financial advisors. Dalle-Molle began her career at a top SEO firm in Boston, where she witnessed the transformative impact of a brand’s digital presence. Beyond search, she has excelled in diverse marketing roles, notably increasing a fintech company's lead list from 5,000 to an impressive 30,000 in just two years with no budget. Later, hired by two MIT co-founders, Dalle-Molle skillfully led a small team to achieve an 8x increase in sales in under one year. Most recently, as the in-house marketing consultant at XY Planning Network, she played a pivotal role in supporting the growth of over 1,600 advisor members. Dalle-Molle is a mother of two, antique home owner, garden hobbyist, and lover of design.
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