Marketing Services for Financial Advisors
For the Growth You Desire
Is This You?
In today’s environment you are challenged to differentiate your practice, respond to new competitive threats, and navigate through a myriad of marketing options.
You may see as many financial advisor firms do that your capabilities in marketing are not strong.
The “2014 Fidelity RIA Benchmarking Study” reported that Marketing Leaders excelled in 5 areas including prioritizing growth, planning effectively, and ingraining their firm story. These high-performing firms outperformed other RIAs in growth of clients, assets, and revenue.
Here’s a way forward with a sustainable system that produces growth.
Call on These 7 Key Areas of Practice Growth
Planning – Actionable marketing plans with Quarterly Marketing Calendars and weekly activities. (Planning is the most critical step and includes practice differentiation.)
Ideal Clients, COIs and Referrals – Multiply ideal clients with a niche. Identify non-traditional COIs who influence ideal prospects. Increase referrals (Noah’s Ark principle).
Custom, Compliant, and Effective Communications – “Done-for-you” positioning statements, brochures, pitch books, intro kits, websites, investment philosophies, on-boarding processes, referral scripts, articles, and blogs — all with the right messages.
Custom, Compliant, and Effective Marketing Programs – “Done-for-you” free reports, newsletters, marketing events and webinars, consultation campaigns to deliver through traditional, digital, and social media channels. “Evergreen” HNW marketing programs.
Marketing Technologies, Database Building, Third-Party Resources – CRM, marketing automation, email marketing, digital and website marketing, and social media. Leverage third-party vendors and consultants who are a best fit for the plan and practice.
Integrate Marketing into Your Practice – Convert more prospects to clients, hire a marketer, or save time with better client management and communications strategies.
Evolve for Sustainable Growth and Execute Targeted Projects – Tune the initial plan over time, continue to support growth, help execute targeted, high-impact projects.
Bob Hanson, co-author of Marketing Power for Financial Advisors: How to Create a Predictable Flow of Your Ideal Prospects, has devoted much of the last 10 years incorporating winning marketing into practices of all types by executing a comprehensive growth strategy.
We invite you to strengthen your marketing capabilities. Call Bob Hanson directly for a 20-minute Complimentary Consultation at at 617-901-6886 or by email firstname.lastname@example.org