(by 2 people)
Marketing Strategies for Financial Services Professionals...
Insurance Agents & Brokers
Financial Planners & Advisers
Mortgage Brokers
Tax Advisers & CPAs...
The 5 Marketing Strategy Principles for Financial Services Professionals:
1. Adopt a Marketing Mindset... TODAY!
2. Uncover Your Hidden Assets
3. Your Right Target Market: Identify, Understand, and ATTRACT Your Ideal Client
4. Your Compelling Offer --- The RIGHT Message
5. The RIGHT Marketing: "Auto-Pilot" Lead Generation Systems
Seth Godin, founder of Squidoo,offers this insight about marketing in the Introduction to his book, "Unleashing the Ideavirus"...
"Marketing by interrupting people isn't cost-effective anymore. You can't afford to seek out people and send them unwanted marketing messages, in large groups, and hope that some will send you money.
Instead the future belongs to marketers who establish a foundation and process where interested people can market to each other. Ignite consumer networks and then get out of the way and let them talk."
Now... with Web 2.0 Tactics you have in your hands the tools to position yourself as "The Expert".
Does Your Marketing Work?
Let's first look at the difference between Sales and Marketing...
When belly-to-belly,face-to-face,one-on-one with prospects, you're great at gaining trust, building rapport, uncovering problems and needs, delivering recommendations and solutions, and motivating your prospects to take action.
But...
Nearly all Financial Services pros, except the very top 1%, totally suck at...
MARKETING!
Before you can figure our "How" to MARKET, you gotta get really, really clear about what MARKETING is.
Successful MARKETING that "WORKS" is:
ATTRACTING... systematically, consistently, and persistently... an Over-Abundance of Highly-Qualified, Targeted, On-Profile Ideal Client Prospects...
Prospects with particular financial problems that YOU... and only YOU... are uniquely qualified to solve.
Lots of Financial Services Pros are "stuck". Stuck as high-paid sales people. Marketing sets you free. Marketing is the "Power Strategy" to build a business that sets you free.
For more information about "How Successful MARKETING WORKS... and how it can WORK for YOU...
Hustle on over here and GRAB my FREE "Secret"Blog Subscription:
"7 Habits of Peak Performing Financial Services Pros"
Financial Services Marketing Solutions
Your Daily Marketing "Slap- Upside- the- Head"
Fetching RSS feed... please stand byFinancial Services Marketing... with Squidoo Strength
Use Squidoo for your Financial Services Marketing
- Squidoo Marketing Strategies: Help To Develop and Market Your Squidoo Lenses
- How Do You Squidoo?
Here's a valuable resource to get you started on the right path... - Make The Most Out of Squidoo
- This lens is all about providing you with the tools to make the most out of Squidoo, whether you want to use it as a money making tool for yourself or your favourite charity, or just to share your knowledge and passion with the world.
In the words of Seth Godin, founder of Squidoo 'Everyone's an Expert' and this lens is all about providing you with the tools to share your expertise. - More Seth on Squidoo
- Seth explains even more about Squidoo
- What you need (okay, want) to know about Seth Godin
- WRITER of bestselling books about marketing. SPEAKER with a unique style and great reputation. ENTREPRENEUR with a track record.
Tools to help you create and market your Squidoo lens
These are extra tools to help lensmasters develop and market their Squidoo lenses, increase their Lensrank and attract more traffic.
Advanced HTML for Squidoo
Beyond the basics - change text colour and size, a more...2 points
Basic html for Squidoo
You can use basic HTML in a few of the modules. Us more...2 points
Polaroize your lens
Polaroize is the service to convert any photos to more...2 points
Add Technorati tags to your lenses
Free html generator for tags for Technorati, Flick more...2 points
Get RSS feeds with your ClickBank links embedded
RSS Ground creates RSS feeds for you with your Ama more...2 points
Hints, Tips and Tricks to Jazz Up Your Lens
Make Your Lens Stand Out from the Crowd
Ever wondered how some Lensmasters get those fancy bit and pieces on their lenses - find out here... if you know of a lens or have a lens that shows us how to do something - PLEASE add it here
Squidoo Guide: Linking Tips
There are many ways that you can add links to your more...4 points
Basic HTML for Squidoo
Basic HTML Tags you can use on Squidoo3 points
Simple HTML tricks to use with Squidoo
Further tips and tricks with HTML3 points
squidoo css - my favorite code
I've gathered my favorite Squidoo-code for later r more...2 points
Squidoo Modules
The Modules and how to use them1 point
Royalty Free Photos
Fantastic photos you can use on your lenses1 point
Do Squidoo: A much requested guide to creating a successful Squidoo lens
Are you seeking information on how to use Squidoo more...1 point
Add a Printable Coupon to Your Lens
The inimitable N376 gives instructions on how to p more...1 point
Lensmaster Tools
Useful Lensmaster Tools1 point
Using Foreign Characters On Squidoo
If you need to use foreign characters on your lens more...1 point
Why Use WordPress as a Financial Services Marketing Tool?
Yes... as a Financial Services Expert, a Blog lets You Tell Your Story
- Blogging Starter Checklist
- Here's a great starter checklist and resource for new bloggers.
- Word Press Made Easy
- Word Press is "the" blogging platform you'll want to use. It's open source so it's easily added to and updated to be exclusively yours.Being open source allows lots of people to create themes and plugins to help you make your blog extremely effective.
- Guy on Blog Evangelism
- Former Chief Apple Evangelist, Guy Kawasaki, on promoting your blog.
You'll also find this Eastern wisdom:
As a Japanese philosopher once said, "Eat like a bird, and poop like an elephant."
Marketing Books for Financial Services Pros
The Great Formula: for Creating Maximum Profit with Minimal Effort
A simple 3-step formula: 1) Create the Irresistible Offer 2) Present it to a Thirsty Crowd 3) Sell them a Second Glass.
Many Financial Services Pros practice Step 3 of the Formula and develop client relationships through cross-selling. But most Financial Services Pros' marketing falls short in making Irresistible Offers and understanding, identifying, and ATTRACTING Thirsty Crowds.
Amazon Price: $14.93 (as of 11/23/2008) 
The Irresistible Offer: How to Sell Your Product or Service in 3 Seconds or Less
Tic. Tock. Tic. Tock. Tic Tock...
People today are bombarded with thousands of ads and marketing messages. You have 3 seconds to break through and grab their attention. Your Irresistible Offer makes choosing you a "no-brainer".
Amazon Price: $14.93 (as of 11/23/2008)
Permission Marketing : Turning Strangers Into Friends And Friends Into Customers
Seth Godin's insights about how you market information to build relationships with your prospects that puts you in a prime position to sell... or have your prospects seek you out and willingly buy.
Amazon Price: $16.50 (as of 11/23/2008)
Marketing to the Affluent
Dr. Thomas Stanley's classic, written nearly 20 years ago, still holds true for top Financial Services Pros. You gotta market to people with money and money problems. The only thing that's changed is more people have money... and money problems--- the ranks of the affluent are growing.
Amazon Price: $21.51 (as of 11/23/2008)
No B.S. Sales Success: The Ultimate No Holds Barred, Kick Butt, Take No Prisoners, Tough and Spirited Guide
This book is a MUST-HAVE to understand how sales and marketing work together in Wealth-building for the Small Business Owner--- you the Financial services Pro!
Amazon Price: $9.95 (as of 11/23/2008)
New Guestbook
reasonablerobinson wrote...
Fascinating lens Walt. I had friends in the UK fin.services business and they were so 'sales' orientated, so to see someone recommending the marketing philosophy is great. I like your lens tips too! Cheers RR UK
Posted November 19, 2007
waltgoshert wrote...
Sure... I'll give myself kudos for my first Squidoo Lens... but stay tuned...
It's gonna get better!
Posted April 19, 2007
