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4 Step Advisory Marketing Blueprint (Video)

4 Step Advisory Marketing Blueprint (Video)

Financial Advisory firms can use a formula to move prospects along the sales path: from suspect to lead to client. This isn’t a magic bullet but it is straightforward and simple. It takes discipline and dedication but once the formula is engrained, the rewards can be huge.

Attract | Intrigue | Engage | Influence

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Blueprint for Exceptional Financial Marketing (Video Series)

Blueprint for Exceptional Financial Marketing (Video Series)

This 4 Part video series will change how you think about Branding & Marketing for your financial practice

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Video 1: The Blueprint for Exceptional Financial Marketing
Video 2: 7 Questions to Help you Define Your Value… Once And For All
Video 3: Branding…How Do You Make It Happen
Video 4: Discover, Define & Design Your Financial Brand

14 Rules For Advisor Marketing Success (Video Series)

14 Rules For Advisor Marketing Success (Video Series)

This video series (one short video per rule) outlines the 14 Tried and True principles for achieving marketing success as a financial advisor.

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#1 – Be Different, #2 – Be Valuable, #3 – Be Relevant, #4 – Be Professional, #5 – Be Social, #6 – Be Strategic, #7 – Be Consistent, #8 – Be User-friendly, #9 – Be Everywhere, #10 – Be Interesting, #11 – Be Credible, #12 – Be Resourceful, #13 – Be Generous, #14 – Be Authentic

Ideal Client Profiling

Ideal Client Profiling

A great brand considers your strengths and how they relate to your ideal audience. This exercise will help you better understand and define your ideal audience. It’s about more than demographics – don’t fall into that trap.

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Build Client Loyalty

Build Client Loyalty

This resource is a designed to help identify the type and frequency of activities financial professionals should employ in their client communication strategy. It does this using a concept of client hits, touches and moments.

You’ll receive guidelines to clearly define your ideal clients; who they are, who they aren’t and why.

From there you’ll get some strategies to leverage opportunities with current and prospective clients.

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Marketing Inventory Exercise

Marketing Inventory Exercise

This exercise book helps “get your ducks in a row” so to speak when it comes to aligning your marketing material and messages.

It covers things like:
-Knowing yourself
-Defining your look
-Building depth
-Getting your message out there
-Expanding your vision

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19 Marketing Tactics to Expand Your Practice

19 Marketing Tactics to Expand Your Practice

It’s essential to have a solid solid and, as much as possible, a unique expression of who you are and what you do better (or differently) than others in your area of expertise.

A good brand sets the tone, helps you get noticed for the right reasons and gives you the instant credibility your marketing tactics need to succeed.

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How To Conduct A Client Event

How To Conduct A Client Event

Don’t underestimate the impact of a good customer appreciation event. Customers are your livelihood and they expect some type of token for their efforts. A client appreciation event is a “one to many” event where you can thank everyone at one time, and that is a beautiful thing.

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Marketing Plan for Financial Advisors

Marketing Plan for Financial Advisors

Creating a powerful and effective marketing plan is not easy. As a matter of fact, it’s tough, time consuming and, there is a lot of thinking and heavy lifting involved.

This primer is meant as a workbook of sorts to help pragmatically compartmentalize the elements of a plan.

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14 Rules for Financial Advisor Marketing Success

14 Rules for Financial Advisor Marketing Success

This paper is the perfect opportunity to expedite your advisor marketing IQ. Many of the rules
you are about to discover were hard lessons. These are ‘tried and true’ principal that we have witnessed over and over to be true.

Perhaps the most significant piece of advice we can offer is this: If you want any of these to work for you, it is going to take effort and a will to implement to realize any results.

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5 Simple Boosts to Attract Ideal Prospects

5 Simple Boosts to Attract Ideal Prospects

It’s easy to get lost in the service, administrative, and compliance side your business while pushing aside the work needed to attract more ideal prospects. There are simple strategies and tactics that often get started and stopped over and over.

Here are:
4 Proven and Easy to Execute Tactics +
1 Critical Strategy to help you attract more ideal clients

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