Financial Marketing New Year’s Resolutions


2023 Financial Marketing Resolutions


Are you ready to make 2023 your best year yet? Get closer to that goal by following our financial marketing New Year’s Resolutions.

1. Establish a Marketing Strategy with an Expert

It’s crucial to have a clear goal before starting your marketing plan. Once you’ve set your goals, talk to your marketing consultant about the best ways to achieve them. They’ll be able to tell you how many seminars you need to fill your pipeline, where the best venues for your seminars are, and what marketing channels you need to fill your seminars.

2. Take Advantage of Multiple Marketing Channels

Only utilizing one marketing channel can hinder your campaign’s performance. Direct mail lets you precisely target the prospects you want to attend your events. Our average response rate for direct mail is 1%, proving that direct mail is still a relevant and useful marketing channel. Digital ads through Facebook and Instagram are a great way to remind prospects that have already seen your mailer about your event. Neglecting one of these marketing channels can mean missing out on ideal prospects and revenue.

3. Improve Your SEO

93% of online experiences begin with a search engine. A practice website without the right Search Engine Optimization (SEO) strategy severely limits your exposure to prospective clients. With LeadJig, advisors are able to improve their local listing optimization, maximizing their exposure to prospects. Utilizing LeadJig allows you to easily locate and visualize your daily location search queries. We also give you the power to track your profile views, phone calls, website clicks, and how many people clicked on directions to your location.

4. Position Yourself as an Industry Expert

Make clients believe that you are the best financial resource they have at their disposal. Use seminars and workshops as an opportunity to flex your industry knowledge. It’s important that you answer any and all questions prospective clients ask as well. The answers may seem simple to you, but you should still take the time to thoroughly explain those answers to your prospects and clients. This will make you appear both helpful and knowledgeable.

5. Work with the Industry Leader in Financial Marketing

LeadJig + Acquire Direct is the industry leader in financial marketing. Our years of experience and our latest technology make us the best marketing resource for our clients. Instantly improve your practice when you sign up for LeadJig.

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