Tools to build your business

Financial Marketing Tools

Using engagement strategies to convert prospects into loyal clients

In today’s saturated financial planning market, you not only need to grab your prospect’s attention, but nurture them until they say yes… and it doesn’t stop there.

One powerful way to do this is by providing relevant, value-adding content. But you have to use it in a way that inspires a reaction – the reader contacts you for professional advice, or shares the content with their friends and family, throwing your net wider.

New marketing automation tools are radically opening up opportunities to financial advisers to create regular, personalised contact with clients and prospects without placing further demand on internal resources.

There are numerous services available to do this – here are three that make this important task so very easy.

Full newsletter service

1. Newsletter management service

A basic subscription to access the library is provided as a do-it-yourself service. If you don't have the time or resources to also manage a regular newsletter using our content, let us do it for you!

We will design an e-news template with your full branding including colours, logo and contact details, upload your database and send your newsletter to your clients and prospects every single month. They will never miss an edition of interesting, relevant and educational material. After each edition, we will send you readership reports to show you who read your newsletter.

Our e-newsletter service has two options:

  1. You choose the content from our library and send it to us to complete each newsletter edition for you, or
  2. Let us choose the content from our library on your behalf and create the entire newsletter for your approval.

We'll do all the rest!  Get full details HERE.

"Financial Writers articulate in an exceptional way, have a great command of the language and offer a wide choice of subjects. I select articles that relate to current news or are subject specific and have them designed for my newsletters in no time at all.

I thoroughly enjoy putting out newsletters with your articles. Great writing style and the time savings of not trying to do it myself is substantial."  Selwyn Favish CFP, Cornerstone Financial Planning

2. Business development service

ACTIVATE is an end-to-end business development solution that combines world-class technology with ongoing human support.

We have teamed up with a very experienced financial consultant and a highly creative digital marketing specialist to deliver cutting-edge marketing automation technology to you.

This complete service is designed to deliver warm leads - names of people who are already interested in your advice - direct to you.

The best part is not that this program is one of the highest ranked in the world - the best part is that it’s fully supported so you hardly have to do a thing!

Find out how to create lists of warm leads using ACTIVATE, here.

Financial marketing advice

3. Personalised Marketing Advice

Financial Marketing Advice

Julianne Pott is the Managing Director of Financial Writers Australia.

Her 35-year career has focused primarily on marketing businesses of every shape and size. More than 20 of those years have been spent running her own businesses.

The combination of successfully marketing other people’s businesses as well as her own has given Julianne a unique insight into what makes businesses of all sizes work – and not work.

Financial Writers Australia could have hit the wall during the global financial crisis, but instinctive forward planning three years earlier ensured her business thrived through economic and industry ups and downs to be a successful operation now celebrating 18 years.

Julianne entered the world of financial planning in 1995 as a Marketing Manager for a small but successful practice. She implemented processes and campaigns that made it even more successful, not only for the owners but also for their clients.

Having worked closely with financial planners over the past 24 years, Julianne has an acute understanding of marketing in this industry and she is keen to share her knowledge and skills.

Julianne offers personal one-on-one strategy sessions to assist advisers from all business sizes to identify key issues in their marketing and offer solutions specific to each practice.

A 30-minute personal session costs just $275 but the value can be immeasurable if only one of the strategies she recommends is implemented and managed.

Register for a personal strategy session here.

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3 Powerful Marketing Strategies

Written especially for financial advisers

Create and implement effective marketing campaigns for your practice with these 3 simple yet powerful strategies.

Developed from more than 20 years' experience in financial services marketing, this step-by-step guide will show you how to benefit from content marketing, just like the big corporates do, but on a much smaller budget.

Get your free e-book here!