What Is the Cold to Gold Framework?

Learn About the Cold to Gold Framework and How It Will Affect Your Marketing Strategy


The Cold to Gold Framework is our proven strategy for turning your prospects into clients and turning your clients into referral generation machines.

In this article, you'll learn:

What the Cold to Gold Framework Is

This process should be familiar to you. Think about the first time you meet someone and shake their hand. Does that initial meeting turn into a relationship right away? Of course, not! It takes time, a couple more meetings, and conversations before that stranger becomes an acquaintance, a friend, or even a client.

So this framework effectively allows you to do what you’re already doing “offline” and implement it “online.” The difference is that it’s much easier and faster to build rapport and nurture relationships when you’re face to face. Our Cold to Gold framework will help to accelerate this process online!

How does it work? Well, it starts with getting noticed, being top of mind, and letting people know you exist. You do this by sharing bold and unique content. This is why you’re here with us at Snappy Kraken! Our content is designed to help advisers get noticed and stand out from canned and bland content.

This will help you earn contacts because our campaigns come with compelling and relevant offers that entice people to provide you with their contact information so you can email them. But remember, an earned contact is not a client, yet!

It would be best if you still built credibility. You can do this by sharing relevant, timely content that speaks to your audience. The key is to do this consistently. It’s like the old adage “out of sight, out of mind.” Your goal is to nurture these budding relationships by staying top of mind.

We know that people don’t plan to reach out to financial advisers. In fact, it’s usually when a life event happens that prompts action. So, by communicating regularly, you are giving yourself an excellent opportunity to start conversations because you will be top of mind when these events happen.

Once you get the conversation via an appointment, your own sales process kicks in, which we hope leads to a brand new client!

Once that person becomes a client, your communications become even more important. Clients who are highly engaged with you can become great advocates and will likely send referrals your way. Once that happens, the process starts again!

The great news is that every single piece of content we have is designed to meet your prospects and clients where they are, so you can build and foster these relationships!


How to Implement the Cold to Gold Framework


Every month you should send something from each part of the Framework.

That means every month, you should send something that helps you, Get Noticed, Earn Contacts, Build Credibility, Start Conversations, and Deepen Relationships.

Sounds like a lot, right?

We've done the work for you!

Head to the Resources page and use our Marketing Mix to help get you started.