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Marketing for the full relationship – 6 of 7 marketing plan elements

By September 23, 2020September 23rd, 2023Featured, Marketing

Welcome to my video series on how to create a financial advisor marketing plan.  In this week’s video I talk about the relationships marketing system.  Start mapping out each step to define what you want your clients to experience.  To watch this series from the beginning, click here.  

The 7 Elements of a Financial Advisor Marketing Plan

Element #6 – Your Relationship Marketing System

In case you prefer to read…

The sixth element in your financial advisor marketing plan

In this video I talk about the sixth of seven essential elements in a financial advisor marketing plan.  This element is actually a complete system.  It starts with the point of someone raising their hand and introducing themself, and goes all the way through to them being a loyal client in your firm.  I call this your “relationship marketing system.”

Build the relationship

The first half of your relationship marketing system is your lead-to-client conversion process.  This is all about structured follow-up.  What are the communications you’re going to send this person?  What is the experience they will have from the time they introduce themselves and as they continue through the journey of becoming a client?   You need to define each and every one of those steps along the way.

relationship marketing sending email and communicationsDeepen the relationship

The second half of your relationship marketing system is all about the client system. How do you structure that first year experience so that they immediately see the value and begin to build a loyalty to you.  What is the experience they have and what are the communications they receive?  All of this needs to be defined.

Your goal is to deepen the loyal of your clients so they become ambassadors of your brand.  All of this can be spelled out in your relationship marketing system.

Learn all 7 elements of the financial advisor marketing plan.

Special thanks to Daynen Biggs, videographer from Superstition Studios for his work on filming and editing these videos.

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Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.

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