Here are ๐ณ๐ผ๐๐ฟ ๐๐ต๐ถ๐ป๐ด๐ that every financial advisory and institution needs to embrace in the modern era of marketing…
#๐ญ – ๐ฌ๐ผ๐๐ฟ ๐ช๐ฒ๐ฏ๐๐ถ๐๐ฒ This is not a “set it and forget it” thing. Even a small firm should get hundreds of site visits per month, and itโs how your prospects and clients judge you. And the data that can help you learn about what matters most to people is literally at your fingertips.
#๐ฎ – ๐ง๐ผ๐ฝ ๐ผ๐ณ ๐๐๐ป๐ป๐ฒ๐น ๐๐ฒ๐ฎ๐ฑ๐ Owning and understanding data can ๐ฑ๐ฟ๐ฎ๐บ๐ฎ๐๐ถ๐ฐ๐ฎ๐น๐น๐ change your business. Generating digital leads is the most efficient way to build a prospect database. Will they all close? NO. Weโve learned that leads will convert to an appointment about 10% of the time. But the great news is that youโll be building your brand through ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป๐ of impressions in the process.
#๐ฏ – ๐๐บ๐ฎ๐ถ๐น ๐ก๐๐ฟ๐๐๐ฟ๐ถ๐ป๐ด You own the data, so you can now freely communicate with your prospects on THEIR terms. Yes, I said “THEIR terms” because we live in an on-demand world and it takes TIME to make an impression…and we need to be in front of prospects when THEY are ready to seriously consider becoming a client. Weโve learned that the more you communicate with prospects, the more engaged they become.
#๐ฐ – ๐ ๐ฎ๐ป๐ฎ๐ด๐ถ๐ป๐ด ๐ฌ๐ผ๐๐ฟ ๐๐ฒ๐ฎ๐ฑ ๐๐น๐ผ๐ ๐ฎ๐ป๐ฑ ๐ฆ๐ฎ๐น๐ฒ๐ ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น๐ This is the part that becomes tricky. Most advisories and institutions look at websites, lead generation, and nurturing as three different elements, and they use three different sources manage them. This becomes costly and confusing…but more importantly, they are all working in silos rather than working together. And itโs why many in the financial world are lightyears behind the rest of the world when it comes to the resources that are available to everyone.
About theย Author: John grew up in Schenectady, NY & received a scholarship to Norwich Academy. He began his broadcast management career at WOR, learning spoken word marketing from the best in the business with a specialty in financial and long form. John managed broadcast sales for some of the best known sports teams in the world, at the most legendary stations. However his true passion is in the world of direct response advertising to baby boomers and their parents. In this space he has worked with some of the best brands in America. John lives in Boston with his wife, Melissa who is also a broadcast executive, and French Bulldogs Lou and Sal.