Marketing Plan

Marketing Plan

Finding your perfect niche – the Water Cooler effect at work

dan-r
My Practice
At some point, most advisors have been told that they should concentrate their efforts on attracting clients in a defined niche. There are three reasons for this: • ...
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What is Missing from Your Marketing Strategy?

Gears
Norm Trainor
by Shauna Trainor, The Covenant Group Many entrepreneurs may think they have a plan for how they will allocate marketing budgets and spread awareness of their business. However, ...
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How to Win Younger Wealthy Clients

Speaking Narrow
My Practice
by Stephen Wershing, The Client Driven Practice A new report from Cisco indicates that wealthy investors under 55 have less trust in advisors and different expectations than older ...
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Make Direct Mail a Successful Part of Your Marketing Strategy

Gears
My Practice Norm Trainor
by Shauna Trainor, The Covenant Group We often discuss the fact that social media, email and other web-based technologies are integral to an organization’s marketing plan, but it ...
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Pulling Financial Levers for Better Operations

blueprint-2
My Practice Norm Trainor
  As I explain in The Entrepreneurial Journey, there are five financial levers that sales professionals must control in order to run their firms smoothly. First, you must ...
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Develop and Refine Your Marketing Strategy

blueprint-2
My Practice Norm Trainor
  by Shauna Trainor, The Covenant Group Marketing your business requires a multifaceted program that addresses what occurs within and outside the organization. While many financial advisors are ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

Speaking Narrow
My Practice
In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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A “Wow” Experience Is Not Enough

Speaking Narrow
My Practice
We have been told that to attract referrals and clients, we have to provide a “wow” experience. But that’s just not enough on which to base a business ...
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How to Attract Referrals Systematically

Speaking Narrow
My Practice
In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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Marketing for Financial Advisors – Differentiate, Develop a niche and Thrive

Marketing for Financial Advisors – Differentiate, Develop a niche and Thrive
An excellent interview is posted at the Knowledge@Wharton, with three Wharton School professors, who have recently penned a new book on Financial Advisor marketing, aptly titled, “Marketing for ...
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