Taking Marketing More Seriously
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Taking Marketing More Seriously

After dealing with lagging sales for over five years, it occurred to me that we needed to do something to improve the visibility of our business. We started focusing carefully on marketing, including making our web presence more prominent. We analyzed our demographics, and we worked with a marketing company to make our online content more relevant. The difference was amazing. Within about six months, our company was enjoying a higher customer count and more online traffic. The purpose of this blog is to help you to see how important marketing is, and why every business owner should invest in marketing materials and services.

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Taking Marketing More Seriously

4 Super Strategies For Promoting Yourself As A Financial Adviser

Jose Gomez

Are you starting a new business as a financial planning expert? Inspire potential clients by letting them know exactly what you can do to make their lives better. Here are some great ways to reach clients who might not even know that they need a financial adviser. 

Sponsor College Fairs

It makes sense to reach out to young adults who may have no clue how to conduct their financial lives. Ask to be a sponsor at college fairs in your area where you can advertise your services to those considering college. 

Be ready with a financial program for young adults that you can promote. Stress the importance of starting your financial life in the right way to avoid problems in the future. Address concerns like college tuition and beginning a long term savings plan. 

Offer Referral Rewards

Make your great reputation work for you. Let current clients know that if they refer another client, it will be advantageous to them. Offer a reduction in rates or a special complimentary service for each new client referred. 

Narrow Your Focus

Identify groups of people that can best be helped by your services. For example, can you help first time homeowners organize their finances? What about people who are considering retirement? 

Once you have a specific group of people in mind, you can create a program specifically designed for them. Then you can market directly to that group. 

Get Your Name Known

Name recognition is a huge factor in determining who someone will potentially hire. When people suddenly discover that they are in need of a financial adviser, you want your name to immediately come into their minds. 

Here are some ways to grab the attention of your community. 

  • Sponsor local events, like parades and fairs. 
  • Advertise on local television and radio. 
  • Donate to community charities and organizations. 
  • Join the business association in your town. 
  • Advertise on restaurant menus, pizza boxes and other personal spaces. 
  • Use social media to tweet and post about local happenings and news. 

Don't wait for potential clients to come looking for you. Grow your financial planning business by reaching out to people who may not even know that they need a financial adviser, perhaps with a service like Senior Leads. Build a reputation as someone the community can trust, and develop specific programs that get people excited about how they can have better financial lives. Soon you will find that your business is flourishing. 


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