Production in 2024
Make 2024 your best production year yet. Throughout our years of experience, we have been able to cultivate our top 5 tips for increasing financial advisors’ production.
Team-Up with the Experts
We have been providing financial advisors with marketing services for decades. This experience, combined with our advanced technology, allows us to improve our clients’ financial seminar marketing greatly. With our recent merger with White Glove, we can offer even more marketing solutions!
White Glove is an industry pioneer in digital seminar marketing and lead-generating workshops, and in combination, we’ve created one of the largest full-service, omnichannel marketing services companies focused exclusively on financial advisors.
The combination of these two companies will bring innovations and solutions to the financial seminar marketing world. If you want to learn more about this big news, click here.
Utilize Omnichannel Marketing
Spreading your marketing dollars through several channels will provide the most impact for the least amount of money. Omnichannel strategies enable our clients to engage with prospects at multiple touch points, increasing the likelihood of reaching and resonating with them. This heightened engagement can lead to increased brand awareness, customer retention, and response rates.
Take Advantage of Prospectix
Using the latest technology is key to staying ahead of the competition. Prospectix is our proprietary audience recognition software that allows you to target your ideal clients. Prospectix identifies your qualified individual audience members as they engage with you and others. Our consumer database then enables you to better target and manage your qualified prospect universe. Without a proper data strategy and software like Prospectix, advisors can waste valuable marketing dollars on prospects that do not fit their vision of an ideal client.
Host the Perfect Event
A successful campaign starts with a great event. Our years of experience have helped us develop a guide to creating fantastic seminar events across many venue types. Firstly, seminars need to be on different days and times because it ensures every interested prospect can attend. Additionally, if you target prospects ages 55 to 64, events should start at 6 pm or later. This is helpful because it gives these prospects time to get home from work and then go to your event. Another crucial aspect is choosing the right venue for your intended target audience. If you’re having difficulties deciding on a venue, our marketing team will help you pick the perfect venue for your ideal prospects. If you wish to learn more about creating the perfect seminar event, click here.
Analyze Accurate Data
LeadJig’s platform provides valuable insights into every marketing campaign in the system. By providing transparency in prospect and channel data, we can draw inferences on what is working and what is not.
In marketing, the process begins and ends with data. Historically, data in a managed service capacity has been treated as a black box. Parameters are defined and agreed upon then marketing is executed. However, as an end user, you are provided little insight outside of a vague spreadsheet with numbers. Utilizing LeadJig and our data tool Prospectix, we can show you visually what your data set looks like and what the best opportunity will be.
We Can Help
Our advisors see outstanding results due to our expertise, technology, and multi-channel approach. Capitalize on the marketing advantages LeadJig – Acquire Direct – White Glove provides to all of our advisors nationwide.
We can help you with all your financial marketing needs. Contact us for more information about our financial marketing services and how our financial advisor marketing platform can generate leads and increase your customer base.