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Financial Practice Marketing Techniques View the complete inaugural issue on Bulletins How To These are .pdf files readable with Adobe Acrobat Reader, 29 modules, each a complete how to kit on Financial Practice Marketing...the best techniques I know for marketing a private practice in financial services. These are strictly "how to" kits to help you market your financial advisory practice more profitably and professionally. This level of innovative marketing information is not available anywhere else (even if you've been reading my articles for 20 years). The array of marketing topics and techniques includes: 01 - Bulletins - for marketing your expertise 02 - Resumes - writing, producing and using your professional resume/vitae 03 - Talk Tools - creating and using support pieces that make what you say indelible for clients 04 - Segment the Affluent - a deceptively simple way to pinpoint the affluent markets you will do best with 05 - Letters to Clients - periodic letters can make a big impact on how clients perceive you 06 - Questions - the one who asks the questions is the one who has control. Here's how. 07 - Information Gathering - fact-finding is a critical skill few advisors ever really master. You'll be surprised how dramatically a little instruction in interviewing techniques can improve your skills. 08 - Discovery Agreements - the tool that helps make top advisors' effective client builders...and helps keep their clients loyal 09 - Client Surveys - the 'how to' for this critical marketing strategy 10 - Contact Management - what your software should be doing for you, and how to make it happen 11 - Business Card - tool or toy? - Make this commonly neglected tool as powerful as your brochure 12 - Jargon - using client-centered language that helps make the right things happen, versus advisor-based jargon that hinders you with clients 13 - Brochures - creating, producing and using them effectively 14 - Your Brand - manage it...or it will manage you 15 - Relationship Building & Skill Rater - this is a skill, and skills require development through experiences. Here's how. 16 - Fees as a Marketing Tool - fees for advice, for services, for assets under administration. You don't have collect fees to use a fee schedule effectively 17 - Systematic Innovation - ingenious innovation does not come as much from brilliance or luck as it comes from knowing - systematically - where to find the opportunities 18 - Due Care - how to make your life insurance expertise pay off big 19 - Vicinal Marketing - how to market in a neighborhood, rural, urban or suburban 20 - How to Explain What You Do (so people will want to do it with you) - A fool-proof talk tool that eliminates jargon, makes your process indelible to the client, and passes muster with compliance 21 - Values-based Relationships the compelling power of marketing what you believe and stand for 22 - Professional- -Client Relationship Building 23 - Direct Mail it can still work in today's markets, if you know what you are doing 24 - Newsletters creating, circulating and profiting from this timeworn marketing technique 25 - Workshops & Seminars making them work for you in more ways than sales 26 - Marketing Your Expertise - how to decide what yours is (to your clients), and then show your stuff professionally and tastefully to the world 27 - Board of Directors - the marketing impact of this important practice management technique 28 - Succession - it's not just what you think...there's a big marketing impact as well. Doing it right is important to you, your successor, your clients too. 29 - Radical Marketing - the keys to success for small enterprise are not in traditional marketing, but in some surprisingly simple, yet radical, departures from that conventional wisdom.
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