Marketing Ideas for Financial Professionals

Looking for new ways to increase your business? We can’t emphasize enough how important a strong marketing campaign is in the financial services industry. Yet, brainstorming new ways to acquire leads takes time, not including the effort it takes to begin implementing your plan.

If you are having trouble coming up with unique ways to grow your business, give one of our ideas a try! We’re here to help you position your practice for higher levels of success.

Host a Webinar
Have you tried hosting a seminar in the past? This time around, try hosting a webinar! This is a great, non-intimidating way to show off your knowledge to those who are interested in your services because it is done online, not face to face. If you’re looking for a quick fix, you don’t even need to leave your office for this method! Cover a few points that your target audience is interested in for 30-45 minutes and then post the webinar on your social media channels to add more members to your audience.

Send Out a Newsletter
An easy way to create stronger relationships with your current clients and cultivate interest with prospects is by sending out a monthly newsletter. Let others know what is happening within your business through a mix of interesting and engaging content. What are some questions your ideal client may ask? Have you been featured in the press recently? These are great opportunities to grab others’ attention and remind them why they can trust you and become your client.

Host a Lunch and Learn
This classic marketing method is still effective today. Entice prospects with a lunch and you can utilize the time you have with them to present on a topic they’ll actually listen to. Keep your message brief, but take advantage of this time to introduce yourself, your services, and why you’re a specialist in a topic that your clients are interested in. Additionally, host the session at a restaurant near your office so that your attendees can get a sense of where you’re located and how close you are to them when they’re ready to do business.

Spice Up Your Website
In this new financial landscape, it is so important to have a professional, accessible website. One of the strongest tools in your arsenal is your website. The best way to use it as a successful tool is to continuously optimize it by making sure that it’s performing well in search engine results and updated with current information. In addition, try including a blog that you can share on social media to direct people back to your website!

The great thing about these strategies? You can find success by doing one, a few, or all of them! These are great ways to continuously remind your leads that you are there by reaching them through different avenues.

Want to learn more about how we can help you secure more business? Visit the Contact Us portion of our website to send us a message and we will promptly get back to you with a response!

Producers should follow the approval requirements of the carriers they represent and their broker/dealer and Registered Investment Adviser, if applicable.

TC191091 (10/19) Designed for Financial Professionals.

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