FAQs & Free ADVICE
FAQS
What is Second Draft Strategy?
We help professional service firms—especially accountants, wealth managers, and law firms—turn referral-only marketing into clear, scalable systems.
Who do you work with?
Any business built on trust that needs modern, structured marketing.
Do you only do strategy?
Nope. We design your system and can help execute it—depends on your needs.
How much does it cost?
We do project pricing for sprints and retainers for ongoing work. Always transparent before we start.
How do we start?
Book a free 15-minute clarity call. No pitch, just direction
Free ADVICe
1. How Can Accountants Improve Their Marketing?
Accountants can improve their marketing by moving beyond referrals and sporadic posts, building a clear positioning statement, targeting a defined niche, creating educational content, and implementing a simple, trackable marketing system that includes a lead-generating website, consistent outreach, and client nurturing.
1. Get Specific About Your Niche
Specialize in an industry or service area (e.g., tax strategy for e-commerce businesses) so your marketing speaks directly to a target audience.
2. Create a Marketing Plan
Write down your positioning, target audience, offers, and key messages—don’t leave it in your head.
3. Build a Website That Converts
Ensure your site has a clear call-to-action, service descriptions, and social proof.
4. Produce Educational Content
Write blogs, record short videos, or post quick tips that answer common client questions.
5. Track and Improve
Use analytics to monitor what’s working and adjust regularly.
2. Best Marketing Strategies for Financial Advisors
The best marketing strategies for financial advisors combine trust-building content, niche targeting, referral system optimization, and compliance-friendly digital outreach, such as webinars, email nurturing, and search-optimized educational resources.
1. Define Your Ideal Client Persona
Identify the demographic, financial goals, and challenges of your target audience.
2. Lead With Education
Host webinars, create guides, and publish blog posts that answer the questions your audience is already asking.
3. Leverage Client Stories and Testimonials
With compliance in mind, use anonymized success stories or case studies.
4. Use Email Drip Campaigns
Follow up with prospects using helpful, non-promotional content.
5. Optimize Local SEO
Claim your Google Business Profile and make sure you appear in local searches for financial advisors.
3. How to Build a Marketing Funnel for a Law Firm
To build a marketing funnel for a law firm, identify your ideal client, create content that addresses their legal concerns, use lead magnets to collect contact information, and implement automated email or call follow-ups that guide them from awareness to consultation.
1. Map the Client Journey
Break down the stages: awareness (problem recognition), consideration (research), and decision (hiring).
2. Create Stage-Specific Content
Awareness: blog posts and guides on common legal questions.
Consideration: case studies and FAQ videos.
Decision: testimonials and clear service outlines.
3. Offer a Lead Magnet
Example: a free checklist, guide, or consultation relevant to your practice area.
4. Automate Follow-Up
Use an email sequence or CRM reminders to stay top-of-mind.
5. Measure and Optimize
Track conversion rates at each stage and adjust messaging or offers as needed.