Q&A Marketing for Financial Services
Q&A Marketing for Financial Services
1 AUG 2018 · When it comes to sales, we tend to focus on our firm's advisors and overlook investing in a marketing team. However, when used right, the resources marketing provides can help empower your advisors to sell better and faster.
1 AUG 2018 · Why should your firm invest in a marketing software? Having a good software becomes your one-stop shop to house all your marketing initiatives and contact data, but it's important to pick the right one. Here are 5 definite features you should look for when choosing a marketing software.
1 AUG 2018 · It's easy and almost instinctive to get started right away with running various marketing initiatives in our firm. However, all of your efforts would go nowhere without first mapping out a solid marketing strategy built on 5 key components.
1 AUG 2018 · If you feel like your financial service firm's marketing initiatives are not up to par, you're probably on to something. Here are 4 mistakes that firms are commonly making in their marketing strategy, and importantly, how to improve upon them.
18 JUL 2018 · "Hi, _________. How are you doing? Just wanted to check in" is an email line we've all used a dozen times, but how effective is it really in prompting someone to respond? Instead, using Inbound Marketing content in emails is quickly becoming the gold standard to increasing engagement with leads during follow-up.
18 JUL 2018 · When planning your firm's marketing strategy, prioritizing CRM software is often overlooked. However, not only should you consider using a CRM software, but finding the right one that includes certain key features will elevate your marketing and sales to a new level.
5 JUL 2018 · In this day in age, too many financial advisors drive their sales efforts by putting all the emphasis on the solution. However, in order to present a solution to the customer that will best fit them, their investment goals and challenges need to be addressed first.
5 JUL 2018 · Inbound Sales shifts the sales process from selling to helping. Helping investors figure out their challenge or goal, providing useful content for them, and guiding them in the right direction to the right type of solution will help you win far more business deals than the legacy sales process.
6 JUN 2018 · With plenty of directionless email blasts saturating the financial industry these days, email marketing can be ineffective for many. For financial service firms to succeed in email marketing, It all comes down to making your emails goal-oriented, with a clear purpose and focused on the customer.
6 JUN 2018 · For financial advisors to have strong relationships with their leads and customers, It's important for them to understand how they interact with your communications. With email marketing, there are 3 helpful collected data that you can leverage to know how best engage with them.
Information
Author | Andrew Chao Daongam |
Organization | Andrew Chao Daongam |
Categories | Business |
Website | - |
- |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company