Posts Tagged ‘financial advisor marketing’

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? (more…)