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Killer Marketing Ideas for 2019 and Beyond
Presenter: Devin Kropp, Associate EditorHorsesmouth
January 2019
Transformative Times
Source: Roubini Thought Lab: Wealth and Asset Management 2021
What Clients Want
Technology is Changing the Game “The wealth sector is going through a tremendous, fast
shift, not because of regulation or low interest rates, but from customers and their desire for a digitally
enabled experience.”
- Dirk Klee, COO of UBS
Key Trends
Advisor/Client Marketing Campaigns• Tactical Ideas
• Marketing Campaigns
• Action Plans
• Strategy Boot Camps
60+ Campaigns
Client Facing “Tools”
Key Financial Data
Medicare
Cybersecurity Checklist
Retirement Checklist
Special Reports/Lead Magnets
Lead Magnet w/Landing Page, Display Ads, & Lead Nurturing
EmailsSpecial Report or 11-Touch
Email Blast
Client & COI Presentations
Communication Touches Postcards Checklists Articles
Sales Letters Monthly Market Updates Seasonal Emails Referral Letters Prospect Letters
Additional Marketing Resources
Monthly Webinars
AC Monthly Newsletter for Advisors
AC Website
Monthly AC Column on HorsesmouthMarketing Calendar Email Coaching
Killer Marketing Ideas for 2019
1. Position Yourself as a Financial Educator
2. Talk Tax Reform
3. Consider College Planning
4. Informal Monthly Events
5. Improve Your Value Proposition
6. Audit Your Client Service
7. Make Your Website Wow
8. Offer Lead Magnets on Your Website
Source: Hinge
Lead Magnet Landing Page
9. Sprinkle Sign-Ups Across Your Website
10. Go Video
11. Register with Google and Local Online Directories
Source: YelpSource: Yahoo Local
Source: Yellow PagesSource: Google My Business
12. Set Up an Online Appointment Scheduler
13. Offer Online Chat
14. Prospect CPAs
14. Offer Episodic Content I don't know
what to do! Should I roll it over or leave it in the plan? Sigh.
15. Tell Your Story
16. Add Webinars to Your Event Schedule
17. Set the Stage for Your Pitch
Source: Art of Charm
18. Ask Your Clients What They Want
19. Show Up and Engage
Advisor/Client 2019
Buy a Quarter for only $297!(Annual Membership: $997)
60+ Campaigns, Communications, Event
Presentations, Webinars & More
Digital Strategy 2019
Advisor/CPA 2019
Advisor/Client Limited-Time Offer
Buy a Quarter for only $297!(Annual Membership: $997)
60+ Campaigns, Communications, Event
Presentations, Webinars & More
Go to horsesmouth.com/advisorclient
Join Advisor/Client
What Advisors Have to Say
"You are awesome! Thanks for getting
me started on the right roads. I was at so
many crossroads, I just could not figure
out which to take. Now I see pathways to
take. I am very grateful for your help!!"
- D.B., PhD, CFP, CIMA
"I must say that this Advisor/Client
subscription was the best use of my money
over and above anything other investment in
my business I have made. Thank you very all
you efforts. It is truly appreciated."
-- M.S., advisor
"The AC Boot Camp gives me the tools I
need to establish the processes that I've
always known I should be doing, but just
wasn't creative (or organized) enough to
do on my own. I finally had a guide to
put together my marketing pieces."
- G.W, advisor
"I was part of the program at the time my
income was about $200,000 per year.
Today it’s over $2,000,000 and I attribute a
lot of that success to going through the
program. Thank you."
- T.N, advisor
Advisor/Client Limited-Time Offer
Buy a Quarter for only $297!(Annual Membership: $997)
60+ Campaigns, Communications, Event
Presentations, Webinars & More
Go to horsesmouth.com/advisorclient
Kickstart Your 2019 Marketing Plan
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