CRM
Guerilla marketing for financial services professional and financial institutions
Newsletters are a fantastic way to prospect and to also get share of mind and keep in touch with clients. Quarterly client newsletters are too infrequent and most have poorly written articles that do not get a response. A newsletter should be a direct resonse tool. of course, it's more difficult to use because of NASD reveiw issues. http://www.financial-services-marketing.com/direct-mail.htm
Hard to beleive as it is, many financial planners will work with anyone--they have no niche market and they do not specialize. This of course is the death of marketing success in 2005. http://www.financial-services-marketing.com/about_us.htm. By speializing and having a target market, planners can be much more efficient and effective.
Most financial advisors have tried seminars but with little success. They either spend a lot of money serving meals and get few appointments or they simply don't have the seminar presentation skills necessary to get a lot of appointments. http://www.financial-services-marketing.com/seminar.htm. Many that must use an NASD reveiwed invitation get poor results as the copy is not good.
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