Our most popular marketing package is our Referral Marketing Package. It includes custom content, written specifically for you and posted to your website each month. We share the content by email to your network and across Facebook, LinkedIn, and Twitter. What’s more, we include automated LinkedIn campaigns and Facebook-boosted posts.
How Advisors Grow Their Business Through Referral Marketing
Our Referral Marketing Package is designed to create more referrals by keeping you top-of-mind with your network. Why? Because research shows that people choose a financial advisor by asking friends, family, or coworkers for a referral. Referrals tend to also be better-qualified prospects and easier to close.
To make the most of your Referral Marketing Package, follow these important steps:
Stay On Schedule
Marketing only works if it’s consistent, so our team will contact you frequently to keep your marketing plan on schedule. If you fall behind, that means you’re losing out on valuable presence with your network. The most important thing you can do for your marketing is get it done on time!
Use An Online Calendar Scheduler
Our team is happy to help you set up an online calendar scheduler so prospects can make an appointment online 24 hours per day. Our advisors who use an online calendar scheduler get over 7 times the new appointments as those who do not use an online calendar scheduler! It makes a big difference if you can get your online appointment scheduler set up so that we can use it as a call to action at the end of each blog post and on your social media profiles.
Embrace A Specialty
The more you specialize, the more effective your marketing will become. By focusing your marketing, we can create more valuable content and better target your prospects. A specialty makes you more memorable so that people can refer you easily and more likely to attract qualified referrals. Embrace one or two niches for your content and we’ll create content for you to engage those niches. Examples of content we can create for your specialty include:
- How To Make The Most Of Your XYZ Employee Benefits
- How Dentists Can Catch Up For Retirement In A Hurry
- The Biggest Financial Mistakes Architects Make
Grow Your Email List
Your email list is your marketing engine. It’s critical to always be adding to your email list to increase the size of your network. Who should you add? Everyone that you know, so when they come across someone who needs your help, they can refer you. Try to include:
- Referral Partners
- Real Estate Agents
- Local Influencers
Don’t be shy about adding people in your network to your email list. The people you know like to see what you’re up to and learn more about the important work you do!
Do What Works
We know which content typically performs best for financial advisors. The five highest viewed pages on our top advisors’ sites are:
- Why I Became A Financial Advisor
- Case Studies Of Clients We’ve Helped
- See A Sample Financial Plan
- Our Prices And Services
- How To Prepare For Your Introductory Meeting
If you’re comfortable, add these to your marketing calendar so we can create the content for your site and share it with your network. These pieces help prospects feel more at ease making an appointment with you.
Make It Personal
We know from working with hundreds of advisors that the content that does best is personal. People want to do business with a person, not a brand. Your clients and prospects want to understand your story and why you do what you do. Add a few personal posts to your calendar, such as:
- Why I Became A Financial Advisor
- The Most Important Thing I Learned About Financial Planning
- What I Wish I Knew About Money When I Was Younger
- My Three Rules For Financial Success
- The Biggest Financial Mistakes I See
Don’t Forget About Client Education
Part of marketing is staying top-of-mind with proactive client communication in good times and bad. Any time you’d like to communicate with your audience, let us know and we’ll draft up a blog post. Popular topics include:
- What To Do When The Market Is Up
- Steps To Take During A Market Decline
- Our Mid-Year Economic Update
- Announcing Our New Team Member
- We’ve Moved: Our New Office Location
- Don’t Forget About Medicare Open Enrollment
- What To Do When You Turn 65 Years Old
Simply send us a quick email about what you’d like to cover, and we’ll get started!
Let Us Help Promote Your Events
If you’re planning on having an upcoming event, let us help you promote it. As your marketing content for that month, we’ll get as many RSVPs as possible by:
- Creating a registration page for your event
- Sending a “Save the Date” email
- Sending a “Register Now” email
- Sending a “Last Chance to Register” email
- Promoting across social media
Let us know 8 weeks in advance of your event, and we’ll get started promoting!
Take Advantage Of LinkedIn Campaigns
Did you know that automated LinkedIn campaigns are included in your marketing package? This means we’ll set up LinkedIn sequences that will send connection requests and messages on your behalf. Here’s one example:
Thanks for connecting. I specialize in helping business owners to create a better retirement plan.
You can learn more about how I may be able to help you catch up for retirement in a hurry here (Link).
If you have specific questions about your own 401(k) plan, I’m happy to answer them. You can schedule a 15-minute phone call here (Link).
I look forward to speaking with you!
To get started, we’ll just need to know who you’d like to target so we can set up your custom search parameters. Email me today at firstname.lastname@example.org for more info.
Get More Referrals Now
Our Referral Marketing Package is designed to keep you in front of people who can refer you business and to remind them exactly what you do and how you can help. This way, when they come across someone who needs your help, it’s easy for them to forward an email or a social media post to the referral. To make the most of your marketing package, follow the steps above to make it easy for new referrals to get introduced and make an appointment on your calendar!
If you’re not yet a client and would like to get started on your Referral Marketing Package, click here to sign up today! To learn more about how the Referral Marketing Package works, check out this video. Questions? Schedule a phone call here.
Claire Akin runs Indigo Marketing Agency a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.