One reason it's so effective is because you can customize emails and still use a service like Snappy Kraken to mass send them out to customers and leads.
For example, inside the emails to customers, you can include deals or discounts on premium services.
However, it should be noted that these messages need to be FINRA-compliant.
As we mentioned earlier, financial advisors often make significant sacrifices of their time when it comes to marketing, and that time can be better spent.
Investing in a marketing automation service like Snappy Krakentakes the headache out of marketing by performing tasks such as sending out automated messages to current and potential customers that still feel personal.
Proven Strategy or Plan
Yes, we know this sounds easier said than done.
Everyone wants a proven strategy that will work in the long term, but how can you generate one?
Luckily, Snappy Kraken is here to save the day again.
Our Cold to Gold framework works to solve the biggest challenge for marketers and financial advisors.
You can create lots of noise and exposure, but without a predictable way to move them from that cold relationship (new lead) into a warm gold relationship (recurring customer) then all of that marketing effort was wasted.
Of all the various types of marketing plans available to those in the finance sector, one of the most critical elements to keep in mind is that you need to stand out in both your target market and niche.
The last thing you want is to release the same content, to the same people, at the same time as your competitors, and Snappy Kraken can make sure that never happens.
Importance of Marketing in Financial Services
As a financial advisor, marketing is your best bet to get the word out about what you do so that you can generate leads, nurture prospects, and win new clients.
Without marketing, potential clients will never know about you or your services.
Here are a few benefits of digital marketing.
Increase your exposure to existing and new markets.
Build stronger connections with your current customer base.
Promote secondary services that customers may not be aware you provide.
Some financial services marketing trends can come and go, but tactics like the ones listed above (and other services provided by Snappy Kraken) can keep your efforts fresh and relevant.
The Cold to Gold Masterclass is your marketing manual. It shows advisers the proven framework for keeping their pipeline full, the types of campaigns that warm up prospects the fastest, and what the top 25% of advisers do differently in their marketing.
Read Full Program
The Blend Out Masterclass is your predictable and scalable framework, proven to give you results. In this series, Snappy Kraken CEO, Robert Sofia, will give you 3 powerful memory aids to hijack your brain, the one major factor that separates success from failure, and more.