Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.
Key Findings
The research uncovered the marketing strategies today that are actually producing new clients.
While you are working from home, perhaps have less work to do, and have extra time usually consumed by socializing, why not section off some of your availability to upgrade your marketing? It actually may be a great time to evaluate what you are doing and plan for the future of your business.
1. Improve Your Brand
Take some time to evaluate and rate your brand. This could include your logo,
Great service reflects not only on ourselves, but on the business we work at, the industry we work in, and the reputation that is formed through our delivery.
Zappos recently sent me 2 left shoes (practical only if they also sent me 2 right shoes). The manner in which they handled my situation was inspiring and one of the big reasons I believe they have been so successful. They apologized, shipped new shoes,
When you send out a holiday card or an email to everyone you know
expressing gratitude for their friendship or business, it is nice and well-intentioned.
I believe, though, that the most powerful way to truly show that you are thankful is by sending an individual email, making a call, or writing a meaningful note in a card to your friend, associate or client.
This holiday season, I am making a point to call people that I am truly thankful for or writing a note in a card to tell them personally.
There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?
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