“Advice marketing creates client opportunities and revenue growth by leveraging the specialist expertise of advisers with the reach and engagement of on-line marketing assets.”
“I am pleased to introduce my long-time colleague and advice marketing strategist, Mark Laing MBA. Mark has implemented tailored marketing strategies for financial planners and advice-based professionals across Australia since 2001. He understands the pressures on advisers with increased compliance and regulation, squeezed margins, endless distractions, and lower levels of support from licensed entities.
These pressures cause advisers to do minimal marketing or rely on outdated strategies. Yet a structured marketing and personal branding process is the key means for raising revenue and positioning advisers to succeed in this new environment. Advisers need more time being face-to-face advising ideal clients, not doing endless paperwork.”
This 6-step Financial Planning Marketing Blueprint (free PDF) for advisers to overcome current industry pressures and distractions. This easy-to-follow process empowers you to take control; to effectively demonstrate your specialist expertise to target clients without the time commitment and expense of traditional sales and marketing.
6 Step Strategy
The Blueprint provides a structured approach to generating referrals, increasing revenue, improving client communication, and for branding advisers as experts. The 6 Steps:
Goal setting to establish marketing outcomes and strategic direction.
SWOT Analysis and marketing review to determine resourcing, priorities and projects.
Update Advice Model to identify specialist advice, target clients and proprietary advice process.
Positioning Statement for branding and marketing messages.
On-line marketing to optimise the firm’s website and search presence. Social media marketing to engage prospects where they are active.
Education based marketing to demonstrate competencies, publish ‘shareable’ content, and generate leads from target audiences.
This approach puts you the adviser in control. It is smart marketing that frees up your time, optimises your investment in marketing, and ensures your spend more time advising the ideal clients you want to work with.
Send an email to firstname.lastname@example.org for a complimentary chat. I will discuss your current position and the marketing options available to you.
Download the FREE PDF document – Financial Planner’s Marketing Blueprintclick here