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Web 2.0 Financial Advisor Marketing

Simon Reilly

Mark Noble’s February 2009 Advisor’s Edge Magazine article Generation Y – The newest breed of advisors doesn’t rely on Facebook to collect clients talks about the Generation Y financial advisors that are using STP to attract their clients.

STP – See The People, like the old days and get out there on the road and go face to face to build your financial advisor client relationships which you can manage with Web 2.0 financial advisor marketing using parts or all of The Marketing Funnel.

I agree, get out there and tell 10,000 people which is part of The Marketing Funnel.

The story closes off about one of the newest breed of advisors is now doing seminars to help their farm clients learn about succession planning.

Bravo! Do seminars when you have critical mass! But what do you do once you have the financial advisor client relationships on mass?

It’s a kind of chicken or the egg thing … which comes first?

The financial advisor client relationships or The Marketing Funnel?

In a perfect world, it is best to do both.

One last thought … build a real web site … while Facebook may work for Generation Y, Baby Boomers and Traditionalists will want the real thing … you can still link your Facebook page to your web site.

The Marketing Funnel

  1. Choose A Niche
  2. Find A Problem That Needs Solving
  3. Create A Solution Through Your Products & Services
  4. Brand Your Solution
  5. Receive And Publish Client Testimonials
  6. Create A Web Site
  7. Write Articles
  8. Publish An E-Newsletter
  9. Publish A Blog
  10. Create A Speaking Folio
  11. Create A Show Reel
  12. Speak To 10,000 People Within The Niche At Association And Corporate Events
  13. Receive And Publish Speaking Testimonials
  14. Get Published By A National Publication Within The Niche
  15. Develop Strategic Alliance Partners
  16. Attract Sponsors
  17. Create CDs & DVDs
  18. Create Relationships With COI’s
  19. Exhibit At Tradeshows
  20. Master Viral Marketing
  21. Strengthen Your Team
  22. Write & Publish A Book
  23. Make A “knock ‘em dead” Offer To Become A Client For The First Time
  24. Create Vlogs
  25. Market, Market & Market Your Products & Services

… And Never, Never Do A Cold Call Ever Again.

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