Advice practices can generate more new leads and substantially increase their bottom line profits if they take the time to re-assess and implement smarter marketing activity, according to an industry specialist.
SRS Coaching & Consulting’s Rachel Staggs says she sees numerous advice practices that have established business methodologies and growth plans, but often fail to execute those plans because of an inability to correctly position their marketing proposition to their existing and importantly, prospective clients.
advisers should establish a marketing system that will see potential referral partners pro-actively contacting the adviser…
According to Ms Staggs, many advisers within the financial services industry can work smarter in order to achieve business success. For example, she says advisers should establish a marketing system that will see potential referral partners pro-actively contacting the adviser, rather than a solution that always requires the adviser to follow up with their referral partners.
“Too often, I come across advice practices that believe they have implemented sound referral and lead generation systems, who then sit back and wait for the system they have created to deliver results that usually fall short of their expectations,” said Ms Staggs.
Rather, Ms Staggs says many advice practices need to re-think their marketing activities and re-position their propositions, both to referral partners and prospective clients.
To assist advisers Ms Staggs has developed a series of online seminars that teach advisers how to position themselves and implement marketing activities that will work for their own practice. The last series for the year commences on November 23 and runs for four weeks, for one hour each week.
Ms Staggs says these webinars promise to deliver proven marketing activities to generate a consistent stream of qualified new client leads.
Advisers can click here to access further details of the webinar series, which Ms Staggs says are a step by step road map for better marketing advice practices.
