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Focus on your brand values |
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When you are providing a premium service to clients, it's essential to clearly define your brand values in order to a) differentiate yourself from the masses, b) attract exactly the right clients and c) continually reinforce your brand messages - vital for those all-important referrals and building effective strategic alliances (referrer networks).
I've been working with financial planners for 10 years now and it's clear to me that the most successful amongst them are those that really understand their customers, their competition and their own brand. If you don't have a full understanding of where you fit in and why clients buy into you, it's impossible to communicate and market effectively. You end up running with the pack and wondering why your efforts don't seem to get you the results you think you deserve.
In this issue of 'Catch of the day' we've put together a series of articles on effective marketing strategies for financial planners, which I hope you will find useful. Plus, later in April I am going to be hosting the first of a series of FREE webinars on this very subject. If you'd like to join us, do let me know; I'll be mailing out invites separately - but you can preregister here: see the link below.
Wishing you a very successful Spring
Vanessa Lanham-Day
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Fee-based planners – strategies for building your business |
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No-one ever said building a client bank would be easy which is why you need to organise you marketing to give structure to your daily marketing activity. The alternative is to risk the ‘all things to all men’ scattergun approach. Fear of missing out on any opportunity makes you spread yourself too thin. Save
I suggest there are three useful strategies to help narrow marketing activity down.
More business-building ideas for financial planners>>
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FREE Financial Planner Marketing Webinar - April 28th |
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Understanding your brand and building your financial planning business
Join Vanessa Lanham, a marketing specialist with many years’ experience working with financial planners, for a FREE webinar to help you understand how to differentiate your business using your brand ...
Pre-register TODAY>>
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Don’t be ‘Billy no mates’! - Using Linked In to build your network |
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LinkedIn is a brilliant tool for networking in business – particularly for planners looking to build powerful strategic partnerships, as well as finding good potential high-net-worth connections. But frankly, of little or no use to anyone if you are sharing your profile with only a handful of connections. I mean, would you turn up at a network event that only had three others in the room?
Networking is most definitely NOT the place to be keeping your light under the proverbial bushel – and social networking platforms even more so! If you don’t up the ante by extending your network you are wasting a really valuable resource.
Want to learn how to expand your network? >>>
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Is marketing the most important activity in your business? |
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In a difficult business environment, most businesses owners will say that marketing is the most important activity they need to be doing to improve their business. Is that the case for you? And, if so, is it the first thing you do every day?
The reality is that, whilst most people say it’s a really important activity, it ends up being something that get’s left until after everything else has been done. I’ve got news for you – everything else will NEVER be done, and if you don’t prioritise marketing and make it something you work on every day, it simply won’t happen.
Make marketing your priority>>>
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Minimum effort - maximum outcome: making your marketing work for you |
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It’s the easiest thing in the world to find you are spending half your time marketing your business and precious little actually doing any client financial planning work!
What with updating your website, writing pithy articles for the local press, attending networking meetings, sending newsletters to your client base and heaven knows what else, customers will need to form an orderly queue – you’re far too busy!
Get the balance right >>>
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Services to financial planners>>
Our financial planner portfolio >> More articles and marketing ideas>>
What our clients say>> |
