A coaching program designed to unlock the hidden 1% to incremental growth. We know that once you have reached a level of success, often the most difficult task is to continue to reach significant new levels of growth. We specifically understand top advisors and teams and their need for real results having worked with elite producers consistently for the past 20 years.

• Performance Strategy Session
• Marketing Action Plan and Timeline Development
• Productivity Planning
• Team Roles and Efficiency Planning
• Weekly or Monthly Calls on Progress, Opportunities and Ongoing Marketing

Marketing Accelerator – The QuickStart Plan for Business Development

PLAN YOUR STRATEGIES: Red Zone Marketing will first discover the unique aspects, services, niches and culture of your firm and evaluate your current marketing. We will then strategically recommend an array of proven strategies while keeping your goals and budget in mind. The deliverable is a custom Marketing Action Plan including the recommended marketing strategies along with the detailed specifics (ie. website updates, social media marketing funnel, new email marketing campaign, upgrade your service model to produce more referrals, etc) along with a calendar and timeline. But we don’t stop there.

IMPLEMENTATION: Red Zone Marketing will work with you to develop and implement these strategies. We don’t just share great ideas, we help you get them going so you can start seeing success!

• Performance Strategy Session
• Creation of a Marketing Action Plan and Implementation Timeline
• Implementation support and development
• Coaching with team about implementation progress
• 3 month engagement with subsequent coaching and consulting available

Your investment: $5,000

Click below to sign up today and schedule your first appointment.

We specifically understand top advisors and their need for real results having worked with elite producers consistently for 20 years. References to other top producers that have gone through Red Zone Marketing’s consulting processes are available.

What does your website say about you? If you want to have a better website that is clearly and professionally written, gets people interested in your firm, and causes them to act … we can help! Red Zone Marketing will design a complete website map starting with your website’s purpose, leading into the navigation and overall organization. This map becomes the blueprint for your site. We will then write clear and concise messaging, a strong value proposition and differentiating statements. We will also design original graphics as necessary and source pictures.  We will then help you coordinate with your website provider to complete the design.

Red Zone Marketing will work with you to uncover your unique brand from naming to logo and messaging for your online presence and offline materials.

• Strategic Business Naming Process
• Logo Design
• Unique Value Proposition
• Complete Website Messaging, Development & Coordination using template website provider (website hosting not included, custom design options at an additional fee)
• Bios written for entire team
• Messaging for Social Media Profiles
• Email and scripting introducing the brand change to clients
• Development of One Sheet Firm Overview/Brochure

From one day consulting sessions to multi-month projects, we have worked with companies large and small helping them to stand out, increase sales, and dramatically impact profitability.

High Performance Consulting for Elite Firms

Once you have reached a level of success, often the most difficult task is to continue to reach significant new levels of growth.

• Consulting to unlock the hidden 1% to incremental growth
• Performance Strategy Session
• Creation of a Strategic Opportunity Plan
• Creation of a Master Marketing Action Plan and Implementation Timeline
• Implementation support and development
• Custom content written for website, social media and calls to action
• Custom messaging for the team on value/fee discussion and core story
• Weekly calls with team about progress with opportunities and marketing
• 3  month engagement with subsequent consulting available

We specifically understand top advisors and their need for real results having worked with elite producers consistently for the past 20 years. References to other top producers that have gone through Red Zone Marketing’s consulting processes are available.

A Red Zone Marketing copywriter will interview the team and each individual team member to write unique team messaging including value proposition, team process, targeted approach, unique bios for each team member, and other compelling information designed to be presented to prospects or strategic alliances. The Capabilities Deck will be laid out in PowerPoint so it can be delivered electronically (iPad), in person, printed, turned into a video with voice-over, or saved as a PDF.

Red Zone Marketing will work with you to uncover your uniqueness to expose your strategic business story to prospects, clients and strategic alliances. We will then design your unique messaging.

• Development of your Strategic Business Story / Compelling Value Proposition
• Personalized Bios for each Team Member
• Complete Website Messaging/Refresh
• Refinement of Value/Fee Conversation
• Targeted Approach to Messaging for New Business Development
• Design and Messaging of a Capabilities Deck
• “About” Messaging for Social Media Profiles
• Coaching to upgrade your messaging is also available.

Let Red Zone Marketing’s copywriters create blog posts, articles, video scripts, whitepapers, landing page copy, e-books, reports and more. Our process starts with understanding your target audience, buyer persona, your objectives and proposed outcomes. We then research for the challenges and longtail keywords that will lead to specific searches by your target audience. Ultimately the goal is to drive interested prospects to your calls to action, filling your marketing funnel of propsects, and leading to more qualified clients.

Content Marketing Funnel: Red Zone Marketing®

The objective of Red Zone Marketing’s Assistant Coaching program is to provide weekly guidance and implementation support designed to upgrade new business sales and marketing activities at financial services firms. This program has been designed exclusively for the marketing individual or team that leads the new business efforts.

Financial advisors have easy access to top-level coaching, but what about their Marketing Assistants, Managers, and Coordinators? Rarely is a program designed specifically with them in mind.

Here are just some of the dedicated services we provide through our Coaching for Marketing Assistants, Managers and Coordinators:

• Direct assistance to build the right marketing plan and strategies for your team.
• Support creating a Master Marketing Blueprint and Implementation Timeline.
• Implementation support and development through weekly one-on-one calls.
• Support in creation of a Marketing Funnel to drive qualified prospects to your firm.
• Support for upgrading your website.
• Development of a strategy for social media.
• Support writing team bios.
• Support writing and reviewing new marketing collateral.
• Custom messaging support for the entire team on value/fee discussion.
• Access to a library of marketing courses and marketing materials.
• 6-month engagement with subsequent coaching available.
• Weekly one-on-one scheduled calls.