Marketing -
Communication
Proposal
Your Partner in Growing and Clarifying Your Message
Prepared for: Steward Partners Advisors
Prepared by: Tim Riddle
May 1, 2024
THE PROBLEM
What is marketing? If you Google the word marketing, you will find 8.6 billion results to sort through. And that's just for today's search...tomorrow there will be more!
How do you find the right strategy that works for your company? Another good question!
Many times our approach is to throw something against the wall to see if it sticks. If not, tomorrow we will try something new. Before we know it, we have confused our team, and certainly our customers.
Do we have the resources? Do we have the staff to dedicate to our marketing needs? Can we afford to hire a full-time marketing director?
What if you could afford to hire a marketing team with years of expertise for a fraction of the cost?
The following is a proposal to answer these questions.
THE SOLUTION
A Fresh Approach
One of the reasons your marketing strategy can quickly become cluttered is that it is often segregated.
- If you need help with your brand message, you contact a branding company.
- If you need help with your website message, you contact a website company.
- If you would like to include video in your marketing strategy, you hire a video company.
- If you need someone to write copy, you hire a copywriter.
- If your content needs to look professional, you hire a graphic designer.
The thought of having the resources to manage all these individual pieces can be overwhelming and costly!
At Discover Blind Spots, we help Financial Advisors uncover blind spots in their marketing strategies. And we handle all the above!
In essence, we will become your Fractional Marketing Team, allowing you to use your voice to speak to your audience without having to default to canned content. You receive full-time, professional experience for a fraction of what it would cost to hire someone full-time.
Here's what it includes.
DELIVERABLES
DBS Content
DiscoverBlindSpots.com/Content Password: DiscoverBlindSpots
THE TARGET
Existing Clients
Most consider marketing a strategy for new clients. But let's back up and look at the foundation. First and foremost, it's about communicating effectively and engaging. Marketing that merely looks good but doesn't engage is not productive.Second, our attention can quickly focus on adding new clients, and we often forget about our best growth potential: our existing clients.
65% of clients who leave do so because of indifference. Basically, they feel that Advisors don't pay enough attention to them.
A strategy to combat indifference while attracting new clients is vital in today’s world.
Over the past few years, the need to communicate effectively with clients has never been more critical. Traditional face-to-face meetings are challenging, to say the least. A virtual strategy that can be automated but personalized is a must to consistently communicate with your firm's existing clients.
New Clients
Once we have re-established your voice with your existing clients (and not just the 20% that take up 80% of our time), we need to implement a strategy of engagement for potential new clients.
Once again, traditional lead generation through face-to-face meetings has been challenging over the past few years. Several prospect lead strategies can attract those interested but possibly not ready to become clients.
These prospects need nurturing. They should be funneled to an email campaign, where you can develop those relationships virtually. Potential clients can get to know you better through engaging written emails and videos. In essence, a potential client can "date" you before they decide to "marry" you.
ABOUT DBS
Tim Riddle is the CEO of Discover Blind Spots whose purpose is to help Financial Advisors uncover marketing blind spots within their organization. He is also the co-author of a book entitled BLIND SPOTS: What You Don’t See Can Hurt You and a new book released in October 2023 entitled Communicate or Else: A New Perspective on Marketing for Financial Advisors.
Also as a KEAP Certified Partner, Tim and the team at DBS work with Financial Advisors all over the U.S. to communicate more effectively with clients and prospects with a personalized message that can be automated.
Tim is a DISC-certified consultant, Maxwell Leadership-certified Coach and Speaker, and Tiny Habits-certified coach.
KIND WORDS
YOUR INVESTMENT
Choose from three options below
BRONZE PLAN: Per Month
Description | Item | Quantity | Price |
|---|---|---|---|
| $800.00 | 1Unit | $800.00 |
SILVER PLAN: Per Month
Description | Item | Quantity | Price |
|---|---|---|---|
| $1,200.00 | 1Unit | $1,200.00 |
GOLD PLAN: Per Month
Description | Item | Quantity | Price |
|---|---|---|---|
| $1,600.00 | 1Unit | $1,600.00 |
