Welcome to our Marketing Solutions Site

Welcome and thank you for taking a few minutes to learn about how you can provide your valuable services to more clients and grow your business.

We have been helping financial professionals grow their businesses for almost 20 years now and it has been a fun and exciting journey.

From bubbles to recessions, we have seen some incredible times.

As we look forward here are a few things that we think are critical for your success as a financial professional.

Three Keys

As the financial services industry moves forward, we see three keys to success today and in the future.

The keys are simple, but priceless.  It’s a little like compounding and time.  Very simple concept that can transform lives.

Risk Their Reputation to Recommend

Advisors need to measure and improve what matters.  Research has found that “satisfaction” is fickle.  A client will fill out a survey and say they are “satisfied” when in fact they are actively looking to make a change.

When you ask “satisfaction” questions, the person answering has nothing at risk.  This means they can say anything with little or no consequence to them.
What needs to be measured is your clients’ willingness to risk their reputation and recommend you.  When a person’s reputation is in the equation it has great value.  A person’s reputation is one of the things that they value the most.

What you need to measure, manage and improve is your R Factor Score.  Want to know more… An R Factor Study is a study that we do of your clients to see if they are willing to risk their reputation and recommend your services.  The research behind our program was done by Harvard and the London School of Economics.  They found that this methodology provide you the information you need to attract, retain clients while also generating more referrals.

Highly Defined Target Market

Based on the findings or your R Factor study, you will know how many clients you work well with and that appreciate and value your services.

When we look at a target market it needs to be focused.  The more focused and targeted it is, the better your market results will be.

After all a retired engineer with $1 million in investable assets is very different than a 20 something tech guru with $1 million to invest.  Those differences affect your message as well as the product and service you deliver.

These specifics have a huge impact on your marketing decisions moving forward.

Plan for Success

Once you know those two… your R Factor score & your Highly Defined Target Market, you can start to plan!

I often hear that people spend more time planning for vacations than they do for retirement.  I think many financial professionals spend more time planning for vacations than they do on planning their marketing strategy.

This is not meant to be an indictment of you or the profession.  Many people have never created a plan for success and really don’t know where to start.

Your marketing plan is critical because it’s the compass you use to make sound businessdecisions and guide your actions.  Your plan is a tool to help you get off the marketing roller coaster of feast or famine.

Hope is Not a Strategy

All too often articulate and intelligent people think that “hoping” will be the tool they need for success.

Hope is not a strategy!

You need to measure, focus and plan if you want to be successful.

If you’d like to know more or think we can help you please give us a call.

Thank you and, as always, have fun with marketing!