Financial Services Pros: How to Make Your Marketing Work

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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...

Nearly all successful Financial Services Pros are damn good at Sales...

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"

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Financial 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.

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

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by

waltgoshert

A unique perspective:
Over 25 years Marketing and Sales experience, with a variety of local small businesses... financial services, home improvement,...
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