Are You Achieving Your
Full Sales Potential?

Most financial services advisors learn how to market or they don't survive. In the early months of their business, marketing is extremely critical because without it, the business never gets off the ground. It's sink or swim time and you must have a system or strategy to get clients in the door.

Good marketing skills are a must.
Marketing is the most essential skill to the LONG-TERM SUCCESS of all advisors. Despite this fact it's treated like an after thought in most training programs. As a result most advisors never achieve their full sales potential.

Don't take your clients for granted.
If you've been an advisor for several years marketing is the key to generating lots of referrals and keeping the clients you have. Remember all of your clients and prospects are some other advisor’s potential clients and prospects. So don’t get too comfortable. You don’t own your clients. They are doing you a favour and can pull that favour in the short amount of time it takes to fill out the transfer papers.

Unfortunately, too many Financial Planners discontinue their marketing activities once their practice picks up a little steam. This is a big mistake and usually results in a feast and famine situation. In order to maintain a steady stream of prospects or qualified leads you need to have an ongoing, consistent marketing campaign.

You'll need multiple lead generation systems.
Most advisors try to build their business with only one or two marketing strategies. This strategy will bring you results, but it will not bring you your best results.  How many marketing tactics are you using? If you’re only using one or two, you’ll need a few more to help you achieve your full sales potential. A minimum of 5 marketing techniques is recommended.

What's in your marketing tool box?
Do you have a marketing client database? (not Excel or Outlook) How about a monthly newsletter, a referral program? Have you considered an e-mail marketing program or your own personalized website?  Do you hold seminars? Are you a member of any networking groups or volunteer for a non-profit organization? What's your strategy to stay in touch and retain the clients you have?

The bottom-line!
By integrating these techniques in your marketing plan you will develop a consistent marketing campaign that will generate a stream of qualified prospects, all the referrals you'll ever need and a high retention rate. You will earn more money by building a loyal client base.

It's ok to ask for help.
If you need help finding and attracting high quality prospects, may be it's time to get a Marketing Coach. I will work one-on-one with you to help you discover affordable, effective and targeted ways to develop your client base. Give me a call 783-6342.