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Improve Your Marketing with a Free Assessment

By Ray Sclafani | August 2, 2012


Marketing is one of the most critical activities in the ClientWise Professional Advisory Model™ (PAM™). An effective marketing campaign leverages your branding message to connect with potential clients, professional advocates and industry influencers as well as solidifying your message with current clients.

Because the financial advisory industry is in such a state of flux, the nature of marketing is evolving rapidly. To reach your target audience, you need to constantly fine tune your messages and deliver messages in the ways that resonate with potential clients.

If you’re interested in learning about how your marketing approach stacks up against top advisory practices that we’ve researched, enter our first ClientWise Marketing Assessment Contest. If you’re a financial advisor and engage with us socially, we’ll include you in a drawing for a free marketing assessment. For the purposes of the contest, the following social networking activities count:

The ClientWise Marketing Assessment™ is a tool that we’ve derived from our Benchmark Assessment Report™ (BAR™). The BAR™ is a comprehensive benchmarking tool that evaluates a financial advisory practice on the areas in the PAM™, which include client acquisition, client engagement, team development and the marketing approach.

When formulated and executed effectively, the marketing approach is the foundation of how you communicate your value proposition to others. This audience includes prospective clients, current clients, the media, your community, your employees and other stakeholders. A comprehensive marketing strategy involves branding your practice, positioning yourself appropriately in the marketplace related to the competition and ultimately, defining, attracting, onboarding and retaining ideal clients.

The ClientWise Marketing Assessment™ involves a series of questions about all aspects of your marketing, from your marketing plan to your marketing staff to the strategies you employ to implement the marketing plan. After you complete the assessment, one of our experienced staff members will walk you through the results. At the end of the call, you’ll have a roadmap to improve your marketing program to achieve better results around client acquisition, interaction with industry influencers, members of the media, professional advocates and even client engagement.

 

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Topics: Marketing & Communication

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