Written by: Joel Crampton
Growth-minded firms are almost always juggling some version of the same 6 marketing priorities. The challenge isn't a lack of ideas, it's deciding what to catch first.
One Big Idea — Your Marketing Isn't Broken, It’s Just Out Of Order
Most RIAs aren’t short on marketing ideas. They already know they should improve the website, send better emails, post more consistently, plan events, follow up with old prospects, review KPIs, and tighten up their brand. The problem is that too many priorities are happening at once.
Does that sound like your firm?
That's when marketing starts to feel like juggling. One thing gets attention for a week, then something else takes over. The website gets updated, but the follow-up is weak. The event gets planned, but there’s no nurture behind it.
Most firms are juggling some version of these 6 things:
- brand and messaging ...misaligned
- website and conversion assets ...not strong enough
- email follow-up and nurture ...missing
- social media and content ...sporadic
- events, webinars, and campaigns ...lacking strategy
- reporting and KPIs ...not tracked
None of these are bad on their own, but together they're a lot of dropped balls. And that’s where firms get stuck. Every priority feels important, but nobody has stepped back to decide what should happen first and what can wait.
The firms that make the most progress aren’t always doing more marketing, they’re doing the right things in the right order.
Once that happens, marketing feels less like juggling and more like momentum.
One Framework — A Simple Way To Get Your Marketing Back In Order
If your marketing feels scattered, don’t try to fix everything at once. Start by putting your work into four simple buckets.
1. Get clear on what you want to be known for
Who is your firm best built to serve? What problems do you solve best? If that is fuzzy, the rest of your marketing will be fuzzy too.
2. Fix the places where prospects check you out
Before you do more promotion, make sure your website, emails, and follow-up process are strong. If someone hears about you today, what will they find and what happens next?
3. Build a steady drumbeat
This is where newsletters, social posts, events, webinars, and old prospect follow-up come in. You don't need to do everything, but you do need a steady presence so people don't forget you exist.
4. Pay attention to what's working
Look at your numbers, your feedback, and the questions prospects keep asking. That will tell you what to improve, what to stop doing, and where to put more energy.
A lot of firms jump straight to posting more content or planning the next event. But if the message is unclear and the follow-up is weak, more activity usually doesn't help much.
One Resource — Google Sheets
We're going high-tech here!
When your marketing feels like juggling, the first step usually isn’t buying more software, it’s getting all the balls in one place so your team can see what’s happening, who owns it, and what’s due next.
That’s why I still like Google Sheets as a starting point. It’s simple, collaborative, and easy to customize, which makes it a practical place to build a shared marketing calendar for emails, events, social posts, campaigns, and follow-up work.
If your firm wants something more structured, monday.com is a good next step. Its marketing calendar templates are built for campaign planning, content calendars, email marketing, event planning, and strategic planning, so it can give a growing team more visibility without forcing you into an enterprise-level system.
One Next Step — Use Claude To Sort The Mess
If your marketing feels like juggling, don't start by adding another tactic. Start by getting everything out of your head and into one place, then let Claude help you sort it.
It won't replace expert marketing judgment, but it will give you a much faster way to see what should happen first, what can wait, and where your team is dropping balls. That alone can help your marketing feel less like juggling and more like progress.
Use this prompt, and paste in your current list of marketing projects, campaigns, ideas, and loose ends.
Related: The Best Advisors Don’t Chase Clients—They Choose Them