Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today.

Learn how to stay in front of these future clients using:

• Strategic email newsletters
• Social media engagement tactics
• Targeted remarketing ads
• Timely event invitations
• Well-timed calls during market shifts

We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.

If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.

Don’t forget to subscribe for more financial advisor marketing strategies that work.

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Table of Contents:

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0:00 - Personal Stories

6:05 - What are periodics?

10:45 - Organizing periodics

15:35 - Event marketing

18:30 - Personal touchpoints