Is Your Marketing Sending The Right Message?
With proper marketing planning and strategy, advisors can target prospects, convert leads, and turn existing customers into regular sources of referral tracking.
Digital marketing is crucial to being competitive in today’s market. But don’t forget to market your business the old-fashioned way, with direct mail and physical advertisements in your local community.
To neglect traditional marketing programs for financial advisors is to disengage from your community. Use traditional marketing planning and strategy for both lead generation and client retention.
The best laid marketing programs for financial advisors have a deliberate mix of educational content, diverse media, and personalized messaging.
Are you looking for a growth-minded approach to getting new client recommendations and tracking referrals?
The most accomplished marketing programs for financial advisors utilize their best resource—happy customers. When you delight your clients, they will tell their friends. So it’s important to have a system in place for referral tracking.
As a financial advisor, you are in the relationship-building business. Want to cultivate more business by tracking referrals and delighting your existing clients?
Are You Ready To Grow As a Financial Advisor?
Let our digital marketing experts help you develop your business, brand, and even your team. No matter how targeted you get with your digital marketing, you can never fully control who sees your content.
Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.
The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel. First, they give you their contact information to see a piece of content you have produced. Then, you take them through the lead stages to qualify them. You continue to provide them with valuable content and allow them to get to know you better until they schedule a call or a meeting.
Finally, you hand them off to sales and let the closers do their job. You should not start suggesting strategic investments or specific products until after you have developed a rapport and you understand their particular financial goals.