Do You Have a Solid Marketing Foundation?

Have you ever been enticed by a marketing company telling you they have 'the next big thing' that guarantees hundreds of leads per month? Well, that's great and all, but if you don't take the time to help build a solid marketing foundation first, will those leads ever convert into clients?

It is easy to get caught up in the thrill of 'shiny marketing' and take on too much too soon. Whether it's diving into workshops right away or being eager to start producing a radio show, it is crucial to take the time to develop a thoughtful approach to your marketing strategy.

We understand it is challenging to know where to start or when it might be time to increase your marketing efforts, so we've laid out the basic building blocks of a thoughtful and strategic approach to your marketing plan.

BUILD YOUR BRAND: The first step and the key to building a strong marketing foundation is to develop a brand that is true to you and stands out from the competition. When our design team works with an advisor or agent to develop a new brand or refresh what they currently have, we make sure there is consistency across all of their materials. By showing brand consistency throughout your marketing materials, this will make you more visible and credible to potential clients.

BUILD YOUR PRESENCE: Once you have a consistent brand, your clients and prospects need to be able to find you, both online and in a physical location. Ask yourself this – when was the last time you transacted with a business and did not look it up online first? Chances are, you did some research beforehand, and it's incredibly likely that your clients are doing the same. When a client or prospect looks you up online, make sure they can find you and that the information they come across is correct.

AMPLIFY AND ENGAGE: Now that you've built a strong foundation with a consistent brand and a professional online presence, you need to connect with more of your target audience. At this point, you can start to mix other marketing channels into your strategic plans, such as seminars, podcasts, email drip campaigns, and referral programs. We work with our advisors and agents to help understand their unique needs and tailor programs to help them reach their specific goals.

TAILORED SOLUTIONS: At this point, you most likely have all the right marketing pieces in place, but now you need to take the time to create customized solutions to generate even more business. You should be executing impactful marketing strategies geared towards a higher lead generation through channels such as advertising and broadcast. You'll need a team that not only understands the nuances of your business but also has the experience and expertise to create these customized solutions. Through impactful marketing strategies geared towards demand generation, advertising, and broadcast, DMI delivers data-driven experiences to create unique brand awareness to accelerate our client's business results.

Take the stress out of marketing your business so you can focus on your clients. Contact DMI today to learn how a partnership with us can help you build that solid marketing foundation and help you be successful for the long haul. 

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Teri Crisafulli - Strategic Marketing Manager

At DMI, Teri oversees and facilitates workshops and events for DMI and financial professionals across the country. She works with advisors and agents to develop strategies to market their events across several platforms effectively and finds strategic solutions to drive attendance and participation rates.

* This content is for licensed financial professional use only. This website is not intended for use by the general public.

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    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.

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