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This should be done through unified goal setting.  ",[1062],{"type":129,"attrs":1063},{"color":12},{"type":18,"content":1065},[1066],{"text":1067,"type":22,"marks":1068},"Ask yourself:  ",[1069],{"type":129,"attrs":1070},{"color":12},{"type":763,"content":1072},[1073],{"type":766,"content":1074},[1075],{"type":18,"content":1076},[1077],{"text":1078,"type":22,"marks":1079},"What is the goal of your marketing efforts?  ",[1080],{"type":129,"attrs":1081},{"color":12},{"type":763,"content":1083},[1084],{"type":766,"content":1085},[1086],{"type":18,"content":1087},[1088],{"text":1089,"type":22,"marks":1090},"How many additional clients are you looking to add over what period of time? This should also include any anticipated loss of clients due to death or other reasons.  ",[1091],{"type":129,"attrs":1092},{"color":12},{"type":18,"content":1094},[1095],{"text":1096,"type":22,"marks":1097},"All marketing strategies should be reviewed with your compliance department to ensure that they adhere to the appropriate rules and regulations governing marketing and communications from advisory firms.  ",[1098],{"type":129,"attrs":1099},{"color":12},{"type":18,"content":1101},[1102],{"text":1103,"type":22,"marks":1104},"Additionally, if your marketing efforts are successful, you need to plan for any growth needs inside the firm to handle new clients. This might include additional advisors, back-office staff and compliance staff.  ",[1105],{"type":129,"attrs":1106},{"color":12},{"type":18,"content":1108},[1109],{"text":1110,"type":22,"marks":1111},"The strategic planning process for the firm should consider all three of these areas with a plan for each.  ",[1112],{"type":129,"attrs":1113},{"color":12},{"type":823,"attrs":1115,"content":1116},{"level":825},[1117],{"text":1118,"type":22,"marks":1119},"What are the benefits of integrating compliance, marketing, and growth? ",[1120],{"type":129,"attrs":1121},{"color":12},{"type":18,"content":1123},[1124],{"text":1125,"type":22,"marks":1126},"For an advisory firm that is looking to grow and expand its base, integrating compliance, marketing, and internal growth plans is not only a good idea but also essential for success.  ",[1127],{"type":129,"attrs":1128},{"color":12},{"type":18,"content":1130},[1131],{"text":1132,"type":22,"marks":1133},"Integrating these three areas offers: ",[1134],{"type":129,"attrs":1135},{"color":12},{"type":763,"content":1137},[1138],{"type":766,"content":1139},[1140],{"type":18,"content":1141},[1142,1148],{"text":1143,"type":22,"marks":1144},"The opportunity for sustainable and scalable growth:",[1145,1146],{"type":38},{"type":129,"attrs":1147},{"color":12},{"text":1149,"type":22,"marks":1150}," Integrating compliance, marketing and internal growth allows the firm to ensure its marketing efforts that produce new business are being handled “seamlessly” on an internal basis. New clients will feel like they fit into the firm instead of feeling like they are a disruption to the normal operations of the firm.  ",[1151],{"type":129,"attrs":1152},{"color":12},{"type":763,"content":1154},[1155],{"type":766,"content":1156},[1157],{"type":18,"content":1158},[1159,1165],{"text":1160,"type":22,"marks":1161},"Integration leads to streamlined processes in all three areas:",[1162,1163],{"type":38},{"type":129,"attrs":1164},{"color":12},{"text":1166,"type":22,"marks":1167}," Compliance is in place for marketing and growth efforts, as well as for work with new and existing clients. Compliance becomes standard procedure rather than a unique proposition. Marketing efforts can be adjusted as needed based on what is working or not working and any changes in the business. Internal growth in back office or advisory staffing can be integrated with marketing success as needed.  ",[1168],{"type":129,"attrs":1169},{"color":12},{"type":763,"content":1171},[1172],{"type":766,"content":1173},[1174],{"type":18,"content":1175},[1176,1182],{"text":1177,"type":22,"marks":1178},"The integration of these three areas also reduces firm risk: ",[1179,1180],{"type":38},{"type":129,"attrs":1181},{"color":12},{"text":1183,"type":22,"marks":1184},"This is especially true of integrating compliance into marketing and internal growth. Adherence to compliance requirements must pervade all other areas of the firm. Ensuring that marketing is compliant avoids problems with people disputing the firm's claims. Ensuring that growth is done with compliance in mind helps ensure that the firm's internal operations adhere to mandated compliance rules and procedures.  ",[1185],{"type":129,"attrs":1186},{"color":12},{"type":823,"attrs":1188,"content":1189},{"level":825},[1190],{"text":1191,"type":22,"marks":1192},"Work with Unbiased ",[1193],{"type":129,"attrs":1194},{"color":12},{"type":18,"content":1196},[1197],{"text":1198,"type":22,"marks":1199},"At Unbiased, we understand the importance of growing your firm while ensuring your processes are compliant and streamlined.  ",[1200],{"type":129,"attrs":1201},{"color":12},{"type":18,"content":1203},[1204,1214],{"text":1205,"type":22,"marks":1206},"Unbiased Pro",[1207,1210,1212],{"type":31,"attrs":1208},{"href":33,"uuid":34,"anchor":34,"target":1209,"linktype":36},"_blank",{"type":129,"attrs":1211},{"color":12},{"type":1213},"underline",{"text":1215,"type":22,"marks":1216}," can help you grow your firm by delivering leads directly to your inbox while also providing you with the tools to manage them throughout the sales process. ",[1217],{"type":129,"attrs":1218},{"color":12},"article-rich-text",[1221],{"_uid":1222,"image":1223,"title":1227,"subtitle":12,"component":1252,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1224,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1225,"copyright":12,"fieldtype":799,"meta_data":1226,"is_external_url":543},21260378,"https://a.storyblok.com/f/185166/1200x800/fa6ddb8ade/how-financial-advisors-are-integrating-compliance-marketing-and-growth-for-seamless-scaling.jpg",{},{"type":15,"content":1228},[1229],{"type":18,"content":1230},[1231,1236,1244],{"text":1232,"type":22,"marks":1233},"How financial advisors are integrating ",[1234],{"type":129,"attrs":1235},{"color":12},{"text":1237,"type":22,"marks":1238},"compliance, marketing, and growth for seamless scaling",[1239,1242],{"type":25,"attrs":1240},{"class":1241},"primary-gradient",{"type":129,"attrs":1243},{"color":12},{"text":1245,"type":22,"marks":1246}," ",[1247,1249],{"type":25,"attrs":1248},{"class":1241},{"type":129,"attrs":1250},{"color":1251},"#000000","app-hero",{"name":1254,"created_at":1255,"published_at":1256,"updated_at":1257,"id":1258,"uuid":1259,"content":1260,"slug":1271,"full_slug":1272,"sort_by_date":34,"position":1273,"tag_list":1274,"is_startpage":543,"parent_id":1275,"meta_data":34,"group_id":1276,"first_published_at":1277,"release_id":34,"lang":730,"path":34,"alternates":1278,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Roger Wohlner","2025-03-06T09:21:51.701Z","2025-03-06T09:25:27.779Z","2025-03-06T09:25:27.797Z",636221221,"663fb7d2-bd03-4aac-85ac-b5fb479a900a",{"job":1261,"_uid":1262,"name":1254,"image":1263,"component":1267,"education":1268,"expertise":1269,"description":1270},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1264,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1265,"copyright":12,"fieldtype":799,"meta_data":1266,"is_external_url":543},21254058,"https://a.storyblok.com/f/185166/600x400/74f02fc00a/roger-wohlner.jpg",{},"article-author","University of Wisconsin-Oshkosh: BBA Finance  \nMarquette University: MBA \n","Over 25 years as a financial advisor serving both individual clients and advising plan sponsors on their company’s 401(k) and pension plans. \nRoger writes content for both individual investors and financial professionals. Topics covered include retirement, investing, taxes, estate planning, financial planning and various aspects of practice management.\n","Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing. \n\nRoger's work has appeared on a number of sites, including ThinkAdvisor, Investopedia, Motley Fool, Time and a number of other sites. In addition, he ghostwrites extensively for a number of financial advisors and other financial services firms.","roger-wohlner","authors/roger-wohlner",-40,[],224651374,"fe3d37f9-c71a-4fae-a2a5-92d610033976","2025-03-06T09:25:01.696Z",[],[1280],{"_uid":1281,"body":1282,"title":1303,"component":1304},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1283,1287,1291,1295,1299],{"_uid":1284,"href":1285,"text":1286,"component":542,"openInNewWindow":558},"7abab90f-9cf9-43b6-9a2d-09f025257151","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":1288,"href":1289,"text":1290,"component":542,"openInNewWindow":558},"37edd754-0b1d-44e5-b4e7-84334f55eafa","https://www.unbiased.com/pro/discover/business-growth/the-importance-of-multichannel-marketing-for-financial-advisors","Multi-channel marketing",{"_uid":1292,"href":1293,"text":1294,"component":542,"openInNewWindow":558},"b269ddff-2b15-47ed-9711-0c812ad8241a","https://www.unbiased.com/discover/financial-advice/wells-fargo-advisors-review","Wells Fargo Advisors review",{"_uid":1296,"href":1297,"text":1298,"component":542,"openInNewWindow":558},"1e8bafe9-d705-4da6-9b90-4bbf9ea3d903","https://www.unbiased.com/discover/financial-advice/captrust-review","CAPTRUST financial advisor review",{"_uid":1300,"href":1301,"text":1302,"component":542,"openInNewWindow":558},"38cbce90-b0b7-439d-9fb0-b248c44ab27d","https://www.unbiased.com/discover/financial-advice/fidelity-financial-advisor-review","Fidelity financial advisor review","Related articles","app-links-list",{"_uid":1306,"title":1307,"plugin":1308,"og_image":12,"og_title":12,"description":1309,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"91b52988-050b-4ddc-9506-41f9f03e5e6d","How financial advisors are integrating compliance, marketing, and growth for seamless scaling ","seo_metatags","Discover why integration of compliance, marketing, and firm growth is critical for financial advisory firms that want to grow and prosper. ","app-article",[],[],"The integration of compliance, marketing, and firm growth is critical for financial advisory firms that want to grow and prosper. Ignoring any one of these areas can be detrimental to the future of your firm.  ",[],"how-financial-advisors-are-integrating-compliance-marketing-and-growth-for-seamless-scaling","pro/discover/business-growth/how-financial-advisors-are-integrating-compliance-marketing-and-growth-for-seamless-scaling",-780,[],247713442,"abf70ee2-ed93-4b98-a6d0-c69070d10654","2025-03-06T13:43:16.091Z",[],{"left":727,"top":727,"width":1324,"height":1324,"rotate":727,"vFlip":543,"hFlip":543,"body":1325},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1327},"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",[1329,1332,1333],{"title":1330,"exact":558,"href":1331},"Home","https://www.unbiased.com",{"title":582,"exact":558,"to":586,"disabled":543},{"title":746,"exact":558,"to":1334,"disabled":558},"/pro/discover/business-growth/how-financial-advisors-are-integrating-compliance-marketing-and-growth-for-seamless-scaling",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1336},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775378726842]