prospecting

All posts tagged prospecting

Marketing Strategies That Work With Any Budget

by Tiffany Markarian

Marketing strategies and tips for any budget can be successful provided you use the right strategies. Having unlimited marketing dollars does not guarantee clients will engage. Successful marketing requires you to know your ideal client and what they truly want. You need to know the problems they want to solve, how they define value and how they want to receive information. This is the key to marketing, no matter what size budget you have.

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Tiffany MarkarianMarketing Strategies That Work With Any Budget

The Flub Many Financial Advisors Make with Affluent Referrals

by Tiffany Markarian

Referrals are the reward and hallmark of any good business. As such, there are many scripts and approaches financial advisors will use to get new referrals. The challenge, if you ask most advisors, is the referrals they are receiving do not always meet their ideal “A” client profile. There is an inherent flub many advisors are making with affluent referrals.

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Tiffany MarkarianThe Flub Many Financial Advisors Make with Affluent Referrals

“Final Four” March Madness Marketing Strategies

by Tiffany Markarian

It’s March Madness and we are sharing the “Final Four” marketing strategies for financial advisors and insurance professionals  There are a plethora of marketing strategies and tools available, but when you try to execute them all, things can get haphazard. We are sharing the “Final Four” tactics that should be part of every effective marketing or business development plan.

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Tiffany Markarian“Final Four” March Madness Marketing Strategies

8 Considerations When Hiring a Marketing Director

by Tiffany Markarian

Marketing is a key function in building any successful organization; therefore, it requires assessing and hiring the right marketing director. The challenge when investing in marketing is there is no one magic marketing strategy for success. Rather, it is the continued execution and mix of marketing strategies that will help position your firm as a competitive entity.

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Tiffany Markarian8 Considerations When Hiring a Marketing Director

The New Rules for Approaching Prospects

by Tiffany Markarian

Gear up everyone. There is a new set of rules for approaching prospects and clients. As we look back on this past year, it is clear the pandemic has left people fatigued, stressed, and frustrated. The ongoing disruption and losses have caused people to reflect on things. Prospects and clients are asking themselves, who is truly bringing value to my life? Who is helping me feel secure amidst all this chaos? Is the money I am spending to work with a financial professional delivering the outcomes and experience I want?

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Tiffany MarkarianThe New Rules for Approaching Prospects

Getting Results with Niche Marketing

by Tiffany Markarian

One of the biggest challenges with niche marketing is getting results. There could be a variety of reasons for this, but most often it is due to approaching the market the wrong way. There are a few ingredients that need to happen to find success with niche marketing, not just in the short-term, but for a long-term sustainable approach for your business.

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Tiffany MarkarianGetting Results with Niche Marketing

Acquiring Referrals During and Post-Crisis

by Tiffany Markarian

There are many effective strategies for acquiring referrals and introductions from your existing clients and relationships. This holds true even in down markets or a crisis. The key is to not come off as optimistic or tone deaf, especially when your client is expecting you to focus on their needs during a crisis. What you can do is socialize the conversation and express your willingness to help people like them during this time.

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Tiffany MarkarianAcquiring Referrals During and Post-Crisis

Surpassing Competitors in a Tumultuous Environment

by Tiffany Markarian

With everything going on right now with the market and Corona, how we interact with clients is our main competitive advantage. To be a first-class winning organization, you need to know how to serve your clients’ emotional needs, not just their economic needs. When we have an exceptional and elevated experience, it stays with us. This is the key to surpassing competitors in a tumultuous environment.

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Tiffany MarkarianSurpassing Competitors in a Tumultuous Environment

Is Communicating Your Value Missing the Mark?

by Tiffany Markarian

Communicating your value for Fee-Only advisers has become a competitive undertaking. It is complicated by fee pressures, access to affluent clients and an ever-evolving service model. Advisers try to set themselves apart from others, but in many cases, the message is missing the mark.

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Tiffany MarkarianIs Communicating Your Value Missing the Mark?