Customer expectationsare evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel. However, to adopt this sort of marketing strategy requires implementation of new technologies and processes. This is why it is important for any organizations to be agile in order to get behind these evolving strategies and to implement transformational programs.If you have decided to take the next step and implement an advisor marketing program, we want to provide you with 4 keys to building a solid advisor transformation program. The 4 keys are: connecting strategy to transformation, get adoption in check, positioning for growth, and check your vendor surroundings. Let’s dive in… What does the end look like? ○ Can you visualize what your programs will look like after achieving full transformation? If you cannot visualize it, you probably haven’t connected the transformation to the strategy. Is there a clear link between the transformation and a tangible business objective? ○ Regardless of what the objective may be, if the transformation is not tied to that objective, it will be difficult to apply tactics to reach that goal. Do you have a decision-making framework? ○ Having a proper framework will help you stay agile and determine when to take on new initiatives.For example, these are some of the key questions we use at Veriday when working with our clients to help establish a decision-making framework. View them here . Advisor wrote a blog post = 70% traffic increase in organic traffic Reviewed a piece of content = 10% increase in review times Create a new lead form = 60% forms are lead-based Size of their email list = 50-60% open rates How many different departments or groups are aware of your advisor marketing program? How many different departments or groups participate in your advisor marketing program? Are the conversations meaningful? Do your technology vendors have a roadmap? ○ Have they seen your organization’s roadmap? Have they shown you their roadmap? Have they aligned their roadmap to yours? Are your vendors adaptable to changes? Related: Content Marketing Could Be the Most Powerful Tool for Financial Agents As you start to implement a transformational program, the adoption and success of the program remain unknown. Only until it’s in the wild, will you know how it will be received by customers. For this reason, it is important that your vendors are agile to these changes.