If you haven’t committed to strategically marketing your practice, you are not alone. Less than 33% of financial advisors have a marketing plan, and out of those that do, less than half of them have implemented their plan. Why? The bottom line is that marketing takes time and costs money, two resources highly valued by most.
Do You Prefer 48% or 100%?
If you are like most financial advisors, you’ve grown your practice through strategic networking, alliance partnerships, and referrals. On average 48% of an advisor’s new clients come from traditional marketing efforts such as these. What about the other 52%?
Traditional Marketing
Digital and Social Marketing
Potential
Advisor Marketing Options
While there are roadblocks to overcome, you can’t ignore the results. Firms committed to a marketing plan, and who are telling their story everywhere, outperform their competition by 10% – 30%. Since marketing is more a necessity, than an option, here is a look at how advisors typically get the job done!
Internal Marketing Director
Hire a full-time resource who has the ability to strategize, create, implement, and integrate all your marketing and ensure it’s compliant too. Pay at the minimum $120,000 annually, not including benefits, and more.
Marketing Agency
Pay a premium for valuable insight into how to leverage your brand and engaging campaign ideas. However, implementation is on you!
Piecemeal Marketing
Work with a videographer to get a video made then wait and see what happens. Six months later, get inspired by an online prospecting tool, but never fully implement or automate it to determine the results. Wait for the next BIG idea to market your practice.
Remote Ongoing Marketing Management
Partner with a leading marketing executive for a fixed monthly fee. Stay connected with your clients and prospects by delivering ongoing, consistent marketing via a variety of marketing methods and channels. Continuously strive to increase your brand awareness, digital footprint, and prospecting opportunities without the added responsibility or exorbitant costs.
Remote Ongoing Marketing Management
JM partners with only a select few, serving as a remote team member, to effectively execute on a broad range of marketing services.
Dedicated Marketing Director
Fixed Monthly Fee
Extensive Financial Services Marketing Experience
Vast Network of Professionals
Implemented and Integrated
Compliance Reviewed and Approved
The Whole Story, All the Time, Everywhere
When it comes to delivering successful advisor marketing, you need knowledge, creativity, and the ability to implement results. JM strategizes, creates and provides ongoing marketing support to ensure leading advisory firms tell their whole story, all the time, everywhere.
Brand Development
Marketing Plan Creation
Value Proposition & Messaging
Demand Generation Implementation
Marketing Technology Implementation
Web Strategy & Site Design
Content Development and Copywriting
Social Media Management
Video Production
Event Planning
Digital Advertising
Direct Mail
Strategize. Create. Implement
Your time as a financial advisor or leading business owner is limited. JM manages the entire marketing process, with little involvement needed from you or your team. Collaboration is key though, and ongoing calls are scheduled with you and/or your team to review new industry and market developments, strategize, identify next steps, and communicate results.
Strategize
- Executive Summary
- Mission/Vision/Values
- Target Market/Target Clients/Key Needs
- Unique Selling Proposition (USP)
- Positioning Strategy
- Prospecting Offers
- Marketing Materials
- Marketing Methods and Implementation Tasks
- Partnerships
- Referral Strategy
- Retention Strategy
Create
- Blog PostsLetters
- Brochures
- Email Campaigns
- Videos
- Digital and Social Advertising
- Press Releases
- Seminar/Event Collateral (Invites, Presentations, Giveaways, etc.)
- Website
- Social Media Content
Implement
- Social Media
- SEO
- Analytics
- Marketing Automation Tools
- Website updates
- Press Releases
- Video Production
- Event Planning
- Prospect/Client Communications
- Compliance Reviews
- Ongoing, Consistent, Marketing Development
Insight
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