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 use content from the Financial Articles Library to make this important task so very easy.
1. 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 Your General Manager and Permission 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 smartest available in the world - the best part is that it’s fully supported so you hardly have to do a thing!
2. Client e-newsletter service
Grow. Protect. Enjoy. – a quarterly e-newsletter filled with professionally written financial content prepared using the ClientComm email marketing system ready for you to send to your clients every quarter.
A completely customised newsletter professionally designed by Ignition Creative just for you featuring your choice of content from the Financial Articles Library.