Education as a Marketing Tool

July 17, 2017

The outreach that you provide to your clients and prospects has two roles. It should educate them, as well as provide value – meaning that your efforts do something to enhance their lives. For this reason, any sort of educational outreach is a marketing tool. These outreaches should be carefully considered, so that they are both of value to potential clientele, as well as economical for you.

  • Newsletters
    How frequently are you sending out an informative newsletter? Is that frequency right for your targeted group? How much outreach is engaging to the reader, and how much becomes white noise? Separate your contacts into groups and determine how frequently they would like or need a newsletter, as well as what type of information will be valuable to each group.
  • Blogs
    If not adequately promoted, blogs may sit in a dank corner of the Internet, unloved and unread. Carefully select search terms, and if you cite an author, be sure to include them. Publicize your efforts on social media, email signatures, and even business cards.
  • Gatherings
    These may take many forms. Whether it’s a seminar, “Lunch & Learn,” or an educational dinner series, don’t attempt to ‘pack the house.’ Smaller events, aside from being more economical to cater, allow you to give focused attention to each attendee, and begin forming a professional relationship with each individual.
  • White Papers / eGuides
    These are also an important part of the outreach process. Unlike newsletters and blogs, this is a ‘one-and-done’ exchange of information. These types of educational pieces can be very useful when it comes to lead generation – allowing you to offer something of value in return for contact information.

Whichever elements you choose to utilize, the best guideline is to Keep It Simple. Remember to balance cost and benefit. You can make your marketing much simpler and more cost effective by subscribing to a service like MarketingPro, which offers compliance-reviewed content as well as automation tools. Visit www.Marketing.Pro to learn more.

Value for Value – Generating Leads in the Age of Reluctance

June 13, 2017

Hands holding tablet computer with free download concept on screen. All screen content is designed by me

When seeking to expand your business, the name of the game is LEAD GENERATION. But these days prospects are becoming increasingly disinclined to share their information – and with good reason. From SPAM to ‘phishing’ schemes, inboxes are constantly bombarded with unwanted content and clutter.

So how does one go about generating new leads at a time when so many are holding their contact information close to the vest? Read the rest of this entry »

Brand, Connect, Nurture.

May 16, 2017

Beautiful woman with tablet, communication

Establishing and cultivating successful relationships is key to making your time absolutely productive and creating a network of valuable, long-lasting clients. These three, simple steps will help you along the way…

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Using a Blog to Generate New Leads

March 31, 2017
Blog Weblog Media Digital Dictionary Online Concept

Using a Blog to Generate New Leads

Blogging remains a fast and vital way to connect with your community. That means both your geographic community, (your city or area in which you operate and do business), and your professional community – the people with which you maintain business connections and relationships with.

But how can a blog help to grow your business? Three simple ways:

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Competing with “Robo-Advisors” Means Investing in Technology

January 26, 2017

Financial advisor with client

Those in the Financial Industry are no doubt aware of the so-called “robo-advisor,” algorithm-based portfolio management that removes much of the human interaction from the process.

Should Financial Professionals be concerned? Is this the beginning of the end for the human advisor? Certainly not. While some investors may feel comfortable letting this sort of technology ‘crunch the numbers’ for them, it’s likely that many will feel far more at ease when they know that there is also a human factor guiding them along the way.

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Preparing Your Practice for 2017

December 13, 2016

Business strategy in 2017, 3d render, white background

It’s that time again. Getting ready for the New Year means creating a to-do list of what’s vital, considering new options, and reevaluating things that might not have worked so well in the previous year.

What’s vital? Staying in touch with your clients, cultivating opportunities to work with them, and helping them work toward achieving their goals. Read the rest of this entry »

Navigating the DOL Fiduciary Ruling

November 16, 2016

Advisor discussing retirement plan

If you’re a Financial Professional, or work in any capacity in the Financial Industry, you’re no doubt aware of the recent new Department of Labor rule relating to retirement plan accounts. While there are rumors that the incoming administration may revisit or eliminate the new requirement – that all Financial Professionals helping retirement savers will be held to a fiduciary standard – nobody ever accused Washington D.C. of doing anything in a timely manner. The change is not scheduled for full implementation until 2018, so there is certainly time for the slow churn of politics. For now, though – the industry is preparing for the change.

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Client Categories and Segmentation

October 26, 2016

segment

You’ve probably heard a great deal about “segmenting” your clients, meaning to divide them into different groups. Doing this can help make your contact with these individuals count, and improve relationship nurturing.

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Meet the MarketingPro Family

October 20, 2016

compilation

Did you know MarketingPro has a WORLD CHAMPION in our family?  We do!  Introducing… Mandy Davidson.

Mandy set a goal at a young age to become a World Champion in the Morgan horse show.  She and her horse, Shenan, worked hard together for years.  Then in 1989, she and Shenan became the English Pleasure World Champions (13 and under).  In 1987 and 1991 they were the Reserve World Champions!

Mandy has been with MarketingPro as a Sales & Training Specialist for two years.  She is passionate about helping our clients and loves to see their practices thrive when they use MarketingPro.

Mandy is engaged to Sean Miller, entrepreneur and owner of a Minuteman Press located in Escondido, California.  We wish them the best of luck in their upcoming nuptials!

 

Mandy’s Words of Wisdom:

Facebook is an amazing asset, statistically it is the largest Social Media platform, that allows you to reach out to not only your clients but also their friends and their friends friends.  When a client likes a piece you have posted and share it, now you have touched not only your clients but also all of their friends in Facebook.  Thus leading you to more exposure because those friends can trace back to where the post originated and now start to follow you.  Give me a call we can talk more about Facebook.

Contact Strategies – Building an Effective Client Contact Campaign

October 19, 2016

How to develop and execute a powerful client communication strategy to maintain and grow your financial services practice.

How often are you in communication with your clients? Three or four times a year? What about prospects … do you contact them once or twice and that’s it? If so, you are not keeping up the kind of contact campaign you probably should be. Further, you could be missing out on client generation and income potential.

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