9 Tips For A Remarkable Financial Service Practice*

Is your business remarkable?

Remarkable always gets talked about. Marketing starts with having a service that is ‘better’ than the competition, giving clients what they really want, being remarkable and worthy of being discussed by your clients and potential clients.

1. Making promises and keeping them…
is a great way to build a brand. This is one of the ‘first and foremost’ branding lessons. Emphasis on making promises as well as keeping them is required.

2. Your best clients…
are worth far more than your average clients. It starts with knowing who your clients are, then knowing the best of the group.

3. Conversations among the members of your marketplace.
Conversations happen whether you like it or not. Good marketing encourages the right sort of conversations, the ones that create the basis for your word of mouth marketing.

4. You’re viewing marketing as an expense.
Good marketers realize that marketing is an investment.

5. Clients don’t buy what they need.
They buy what they want. Gather as many insights as possible by observing what they do.

6. New ways of spreading your messages and ideas.
Blogs, permission-based RSS information*, consumer fan clubs are quickly proving how well they work. Traditional ways of interrupting consumers (TV ads, trade show booths, junk mail) are losing their cost-effectiveness.

7. The best Marketers convey their messages by telling stories. 
It’s the best way. It’s not even close.

8. Always choose your clients.
They increase your ability to deliver the right story to the others.

9. Reminding the client.
Telling a story they know and trust is a powerful shortcut. The best clients and client knowledge is based on the best relationships.

*Edited from unattributed source. (It sounds like Seth Godin but not sure)
**RSS Stands for Really Simple Syndication. It’s a way to easily distribute a list of headlines update notices and sometimes content to a wide number of people.
The Bellis Method™
Build A Remarkable Business From The Inside Out

 

THE 60 DAY RULE IS YOUR KEY


Financial Advisors tell us and industry surveys indicate that Advisors are frustrated because nothing they try or do creates a consistent stream of qualified warm introductions and qualified first appointments.
 

They say they want a marketing approach that is uncomplicated and efficient. One that enables them to consistently achieve significant and measurable increases in new warm qualified activity and first appointments… so they can be in control of their business, instead of the other way around.

Well, it’s doable. It can happen within 60 days.

The 60 Day Rule Specific Measurable Achievable Realistic Timely

Maybe this will help:

The first step is focusing on activating and energizing your existing network of warm, potential advocates, rather than spending time on “cold” prospects.

So, who are an Advisor’s potential advocates? They are your current qualified clients – the clients you want to duplicate. And you’ll find that many are very open to becoming your biggest champions and will help you identify and connect to warm qualified prospects. (Post 1/19)

Key to this first step is how you address your clients’ overwhelmingly predominant “worldview”.

This worldview refers to the fact that people are generally skeptical of Financial Advisors.  Most marketing approaches don’t recognize the impact of this worldview or are not effective dealing with it. 

The next step is to develop your marketing story around this worldview. (Post 2/8)

Then, tell your marketing story to the clients you’d like to duplicate. (Post 3/15)

Put these steps together properly and you’ll be on your way.

However remember  “The 60 Day Rule”. 

Any marketing program worth it’s salt should feel right and create positive, measurable results within 60 days. If it doesn’t, you should stop what you’re doing.

Don’t waste your time and don’t waste your money.

Look for another answer. It’s out there.

The Bellis Method™
If you need help.