Like in all businesses marketing is an essential part which must not be overlooked by an individual consultant. If you are a financial planning firm or an individual financial adviser, marketing is very important for you to have a substantial promotional strategy in place. With the increased amount of competitiveness if you are not building your markets from time to time very soon you might be left behind in the business.
Most of the finance advisers do not invest in marketing; however few of the advisers make little effort towards marketing which does not help much in fetching the results as expected and eventually they stop marketing themselves at all, thinking it just doesn’t work for them. On the contrary you must understand that marketing is all about creating and branding, mixed with great communication and off course followed by consistent doses of quality, value for money and great customer care, and the more you work on it each year it just gets better. Building new customer base along with managing the existing clients can be quite a challenge, and to keep up with the new working trends needs a good strategy so you keep reaping new clients from the existing clients. If you have been telling people, that you are a finance guy and you really don’t know a thing about marketing, you will be surprised to know that you are probably among the few professionals who are most of the time actively practicing live marketing techniques.
As a first step to marketing yourself as a financial adviser, you will need to have a well designed business card. This is often considered the first step as people will know about your services and remember you through it. Spending good time on this will yield you a long-term branding as this is how people will see you and recall you, so your business card holds a great value for your business, every detail and communication is crucial. As in most cases take help of a good graphic artist to make your business card visually balanced with great communications on who you are and what your services are. A well balanced information and neat visual is the key element which will be the best to create a great first impression of you.
Another important step you must take is spend good time in getting a good brochure with extra information on your services. The business card creates the impression on your potential clients, and a brochure will help you to take up the interest of the clients to the next level where you will be getting a chance to convert it to sales. Spending time on what must go in your brochure is important too. Including a few reviews and success stories from your regular clients might be a great idea to communicate to your prospective clients. As this will help your clients to evaluate your services and at the time build trust in you to take up your financial advices. The design of the brochure must be neat, sophisticated and yet creative like your business card. For your business cards and brochures, ensure that you use only good quality printing and paper.
Lastly, keep in touch with your existing clients whilst digging for new clients. A personal phone call on special occasions and otherwise is a great way to keeping up with any new changes in your client’s life. As with time people might be promoted or even change jobs.
