Marketing Plans For Financial Advisors
If you’re not marketing to your clients, someone else is
The Financial Planner’s Marketing Challenge
The challenge for every financial planner is to have a process in place to attract and retain quality clients. The right clients. Not just anyone, but people who fit your ideal client profile (you do have an ideal client profile, don’t you?).
And it’s not enough to only see your clients once a year for an annual review. You need to be reaching out to them constantly via channels such as social media and email, so that they’re hearing from you regularly throughout the year.
How about new clients. How good would it be if every week you had three or four new prospects contact your business and ask to meet with you? Would it be easier to charge what you’re worth if you knew that if one prospect said ‘no’ that you had two or three others who were likely to say ‘yes’.
Attracting and retain quality clients to your financial planning business does not need to be a dream. It’s all possible with a plan.
The Financial Advisor’s marketing plan
A good marketing plan will help you attract and retain quality clients in a predictable, repeatable way.
We start off looking at your business goals and strategy and looking at what you want to achieve.
Next, we understand what makes you unique in the eyes of your ideal clients – why would they come to you instead of the financial planner down the road.
Then, we look at marketing strategies that have the best probability of helping you reach your target market. This could involve things like:
- Keyword research and content marketing to attract clients to your website via Google search
- Giving away a lead magnet in exchange for an email address
- Email marketing
- Posting regularly on social media
- Writing for industry publications
- Pay-per-click advertising
- Remarketing to prospects who visit your website
- Webinars
- Presenting face-to-face seminars
- Joining local business groups and networking events
- Holding client functions and asking them to bring a friend
I’m ready when you are! Get in touch and let’s start working on your business.