2. Planning & Organizing
• Clarify Goals
• Identify Resources
• Budget for ROI
Competitive Strategy
•Define Client Niche
•Define Value of Rep
•Determine Pos
Content & Marketing Hub
•Create great content
•Utilize website/blog for hub
•Ensure content rich
website/blog
•Use Social Media for sharing
Marketing Strategy & Framework
Reaching Target Audience
•Find Your Target Clients
•Leverage Influencers
•Measure
3. Advisor Growth Dilemma
Oversupply
of Advisors
Poor Results form
old prospecting
ways
No clear
differentiation
amongst advisors
Digital Marketing is
overshadowing
traditional marketing
5. THE WINNING COMBINATION
REFERRAL NETWORKING
+ CONTENT MARKETING
Online Marketing (Social
Media, SEO, PPC)
Referrals from clients and
colleagues
Referrals from other service
providers (COIs)
Email Newsletters
Articles and Blogs
Webinars
Measuring traffic
Improving content
Determining value
Cold Calls
In-person Seminars
Strategic Partnerships
CONVERGENCE MARKETING
STRATEGY
6. FINDING AND REACHING YOUR AUDIENCE
Find your target clients
• Identifying where targeted audience is both offline and
onine
• Broad approach including community involvement, and
online networks
• Foundtation of where your clients congregate will help
indentify which referral networks to build
Leverage the influencers
• Determine key influencers within reach of your target audience
group
• Build a unique relationship with key influencers
• Understand what matters most to these individuals
Take an integrated approach
• Ensure your in person events can be translated online
• Determine the best channels to reach your audience
• Use a combination of various approaches and channels
7. Clairfy Goals
•Identify your resources
•Determine budget for ROI
•Clarify how you will measure
Identify client
niche
•Define your value (why you)
•Determine your positioning
•Know where you audience is
Create Great
Content
•Content Rich website/blog
•Use blog/site as marketing hub
•Utilize social media platforms
and using it as a community
•Measure your traffic
MARKETING PROCESS
8. Financial Services and Digital
Marketing Stats
• 59% of customers are unaware of their firm’s
presence on social media
• Financial services firms saw a 31% year-over-year
growth on social media
• Financial services rank highest in website conversion
rates compared to other industries
• Majority of financial brands plan to increase
2014/2015 marketing investments in mobile, social
media, online video, rich media, search and display