![]() Additionally, most clients want to know that you care about them in fact, 84% of them stated that being treated like people, not numbers, is a key factor to winning their business. In other words, you become the person they reach out to when they have finance-related questions.ĭry, unhelpful content can be transformed into great content if you know exactly who you’re creating it for and what purpose it serves. Your marketing performance and results depend largely on how well you create quality content and how consistent you are at communicating with your leads and clients.Īs you continue to consistently reach out to your prospects with quality content that interests them, you stay top of mind and start to become their go-to resource. ![]() John Anderson, managing director at SEI investments for the past 27 years, acknowledged the importance of high-quality content by saying, “If a prospect reads or sees content that speaks to their situation, they’re more likely to respond.” Stay motivated with consistent efforts and marketing metrics that actually matter to get more marketing wins-paying clients who are loyal to your business. Remember, you won’t get results immediately, and expecting instant gratification will hurt your marketing success. We recommend using our holistic lead generation strategy for at least six months before giving up-but it could take up to three years (or even longer) to net the big fish. So the right answer to our question in the first paragraph is: it depends. ![]() Even though it won’t take all your HNW clients three years to convert, you need to invest in that relationship with a considerable amount of nurturing to get on their radars. After three years of nurturing and building the relationship, he finally got a call booked with that high-net-worth (HNW) prospect. One of our members shared with us that he “just scheduled a meeting with a $1.2M prospect” he’s been emailing since 2018. But that’s ok you’re in this for the long haul because you want more than just leads-you want paying clients. Robert Sofia is the CEO of Snappy Kraken, a marketing technology platform exclusively serving the financial industry.How long do you think you need to work at your marketing to get results? A month? Three months? What if we told you it takes a lot longer than that? Probably a lot longer than you’d like. The days of “spray-and-pray” marketing will soon be behind us and Snappy Kraken is excited to be leading this charge! Done right, people won't even feel like they’re being marketed or sold to because the interactions will feel natural. This will dramatically improve the performance of marketing in general and will help advisors become more successful in their efforts. Deeper integrations, big data, artificial intelligence and predictive analytics will ensure that specially tailored content is delivered to the right people at just the right time. Marketing messages and client communication will become more personalized and relevant through better use of data. What do you believe the next major innovation in financial technology will be and why? This has helped us convert more of our members into raving fans while simultaneously hitting our revenue targets.ģ. Today, we charge a $489 setup fee and $189 per month, which allows us to deliver significantly more value for our members. We started raising our prices late in 2018 and it’s been paying off. ![]() While this helped us grow market share, we also missed out on a lot of potential revenue. What has been the biggest failure in your firm and how did you adapt?ĭuring our first two years in business, we offered our platform to advisors for just $39 per month.
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