Techniques

The marketing techniques you employ hang together in your packaging—your marketing mix. The theme you use as the glue to hold your packaging together should be your brand—the image marker you choose to nurture in your marketplace.

Simplicity of idea, brevity in wording and unbashful presentation form the three cornerstones of a good brand.

Simply the best. Tiffany’s. Freedom in choices. Personal CFO. Like a rock. “Duty. Honor. Country.” These brief words convey what many people try to explain in long speeches. Why do they express so much?

They speak about ideas that come alive emotionally; ideas that hold sounds, sights and smells the brain can easily key on. It is rare that additional words will clarify what someone feels when they hear these ideas.

The techniques you choose to use—whatever they are—should be developed and deployed to support your brand. Here is a short list of marketing techniques that can serve the needs of a private professional financial advisory retail service. (I know that's a mouthful but it is a list especially developed for this type situation.)

The first half of the list covers the more up close and personal forms of retaining and attracting business. These are more effective in the long term than the later techniques, for many reasons.

Authorship

  • Newsletter
  • Bulletins
  • Articles
  • Columns
  • Letters to Editors
  • News Releases
  • Book

Workshops & Seminars

  • Public
  • In-house
  • Sponsored
  • for NIPs w/CE credits

Public Appearances

  • Speeches
  • Radio
  • Talk Show Guest
  • Talk Show Call-in
  • Television
  • Talk Show Guest
  • Talk Show Call-in

Actively Solicited Referrals

  • Client Interviews for Introductions
  • Brochure
  • Direct Mail Sales Letters

The more personal the style of acquiring a new client, the better your result.

Advertising

  • Event Sponsorship
  • Newspaper
  • Magazine
  • Email
  • Directory

Cold Calling

  • Telephone Solicitations
  • In Person

Mass/Bulk Mail

  • Exposure Mailings
  • Reply-O Mailings
  • Wave Mail
  • Free Offers
  • Email

So many choices of techniques to use cloud the marketing mix. Think "package" and what really its your audiences to gain a clearer perspective on the potential of one marketing mix versus another.

Below are some direct links to samples and explanations of the more important techniques for marketing a private professional practice. Use your browser's Back button to return.

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