The Four Pillars of MarketingSM
As you move through the four portals of the MarketYourFinancialPractice.com Web site, you will also be guided through a series of modules as summarized here. These modules are organized within PSM's Four Pillars of Marketing. In order to have a well balanced marketing plan to grow your practice, it is important to pursue activities within each Pillar. The Four Pillars of Marketing for financial advisors include:
Pillar #1: Retain and Grow Relationships with Existing Clients
Pillar #2: Attract New Clients and Develop New Business
Pillar #3: Increase Name Recognition and Awareness
Pillar #4: Create Targeted and Effective Communications
Modules Organized by Pillar
A well balanced marketing strategy requires a well balanced allocation of marketing activities. We have organized the marketing modules under each of the Four Pillars of Marketing:
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Pillar 1 |
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Retain and Grow Relationships with Existing Clients |
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- Client Satisfaction
- Client Service
- Cross Marketing
- Referral Source Development
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Pillar 2 |
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Attract New Clients and Develop New Business |
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- Networking
- Targeted Business Development
- Proposal Development
- Market Research
- Trade and Professional Association Involvement
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Pillar 3 |
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Increase Name Recognition and Awareness |
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- Advertising
- Brand and Identity Development
- Public and Media Relations
- Trade Shows
- Community Involvement
- Social Networking
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Pillar 4 |
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Create Targeted and Effective Communications |
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- Strategic Communication
- Marketing Database and Information Management
- Website Development
- Event Planning
- Online Marketing (in development)
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