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Frequently Asked Questions What is MarketYourFinancialPractice.com? MarketYourFinancialPractice.com is a unique, interactive, web-based tool designed to help financial advisors improve their marketing skills and attract new clients. MarketYourFinancialPractice.com has been designed to electronically replicate the experiences and resources a financial advisor would have with a personal marketing coach. MarketYourFinancialPractice.com contains hundreds of tools created by service marketing professionals. These experts have hundreds of years of combined expertise marketing financial services organizations, advisory practices and professional services firms. With the awareness that not all financial advisors and financial advisory practices have the budget to hire marketing consultants and marketing coaches, our goal was to closely replicate the experience of working one-on-one with a marketing coach, while providing access to the content 24 hours per day, seven days per week. MarketYourFinancialPractice.com offers personalized advice and encouragement during each phase of the process, and provides access to a comprehensive array of marketing tools, resources, and opportunities to interact with MarketYourFinancialPractice.com marketing coaches. MarketYourFinancialPractice Why was MarketYourFinancialPractice.com created? MarketYourFinancialPractice.com was created to fill a void in the marketplace. Financial advisors must go through a lot of training to be able to provide investment and financial advice. However, most advisors don't learn how to market their services or how to manage and grow their practice. Many financial advisors lack access to those with expertise in financial services marketing. Some financial advisory practices find it cost-prohibitive to hire marketing consultants. The tools and tips in MarketYourFinancialPractice.com will help financial advisors in every type of practice, from the solo practitioner to a financial advisor in a larger financial advisory practice. Who created MarketYourFinancialPractice.com? MarketYourFinancialPractice.com was developed by Professional Services Marketing, Inc. and ActiFi, Inc. What is Professional Services Marketing, Inc.? Professional Services Marketing, Inc. (PSM) is a marketing consulting firm that works with professional services firms and individual professionals to develop and implement creative, cost-effective, and results-oriented strategies to grow their business. PSM does this by serving as the outsourced marketing department for its clients. PSM works with clients not quite large enough to support an in-house marketing department, but in need of a higher-level strategic approach to new business development. PSM helps clients drive revenue into their firms by applying a comprehensive approach to strategic marketing within what we refer to as The Four Pillars of MarketingSM:
What is ActiFi, Inc.? ActiFi, Inc. (ActiFi) works with financial practices to alter the economics of delivering world-class advice. By implementing our proven people, process, and technology solutions, advisors run a more effective and profitable practice with results that scale over time. ActiFi solutions focus on seven core objectives: 1. Increase Profit – increase revenue, decrease expense 2. Provide More Value – improve service levels 3. Create More Time – create workflow efficiencies 4. Grow Revenue – sales, marketing, referrals 5. Improve Satisfaction – client communication 6. Offer More Expertise – new products/services 7. Decrease Risk – embed fiduciary best practices Who was MarketYourFinancialPractice.com designed for? MarketYourFinancialPractice.com was designed specifically for financial advisors who may not have the resources to hire marketing consultants or marketing coaches. MarketYourFinancialPractice.com provides subscription-based access to a program with a comprehensive array of marketing tools and resources, as well as to personalized advice and encouragement through opportunities to interact with MarketYourFinancialPractice.com marketing coaches through practice-specific Webinars and interactive technology on the Web site. How is MarketYourFinancialPractice.com structured?
There are four major sections (portals) in the My Marketing Tools port of entry on MarketYourFinancialPractice.com:
As you move through the four portals of the MarketYourFinancialPractice.com Web site, you will also be guided through a series of modules. These modules are organized within PSM's Four Pillars of MarketingSM. 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:
How does MarketYourFinancialPractice.com help financial advisors? Using cutting-edge, Web-based technology, MarketYourFinancialPractice.com helps financial advisors accurately assess their skill sets and develop and implement creative, results-oriented marketing plans uniquely tailored to each financial advisor's unique points of difference in the marketplace. Each plan is built around the PSM Four Pillars of MarketingSM: MarketYourFinancialPractice.com helps financial advisors:
Our secure Web-based technology allows each subscriber to have his or her own "version" of the site. All assessment results, plans and personal marketing activities are stored in My Marketing Folder. In addition we offer subscribers:
What is included in a subscription to MarketYourFinancialPractice.com? A one-year subscription to MarketYourFinancialPractice.com includes full access to all four portals on the Web site (Assessment, Planning, Implementation, and Measurement), to nearly 100 interactive tools stored in My Marketing Folder, and to all of the contents of the 17 implementation modules. There are literally hundreds of tools, tips, checklists, templates, and other helpful documents members can access online or download for their personal marketing efforts. In addition, the MarketYourFinancialPractice.com subscription includes interactive features such as Ask a Marketing Question, Join a Practice Group, Web-Based Orientation Sessions, Talk to your Peers Discussion Board, Action Plan Reminder Messages, My Marketing Folder, Your Favorites, Self-scoring Assessments, Print-Friendly Pages and Ongoing Updates to the MarketYourFinancialPractice.com site, and other features summarized here. Why should financial advisors subscribe to MarketYourFinancialPractice.com? Through MarketYourFinancialPractice.com, financial advisors will have access to a wealth of marketing assessment and planning materials, tools, tips, checklists, and implementation tools. All of your information will be securely and confidentially saved on the MarketYourFinancialPractice.com site in My Marketing Folder. MarketYourFinancialPractice.com offers a proven process for assessing, planning, implementing and measuring the success of financial advisor marketing activities. There are a couple of ways prospective members can try MarketYourFinancialPractice.com before they buy. They can register to attend a free Introduction to MarketYourFinancialPractice.com Webinar, or they can access our online demo of MarketYourFinancialPractice.com. How do MarketYourFinancialPractice.com Members subscribe? Simply complete the subscription process, set up a member profile (login and password), and receive immediate access to the hundreds of tools available on MarketYourFinancialPractice.com. For Additional Information
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