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How Is MarketYourFinancialPractice.com Organized?
Three Points of Entry to the Site:
Members can access content on the site through three points of entry:
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My Marketing Tools: Preliminary Assessments
Begin your journey by taking both of our preliminary assessment tools:
Test Your Marketing Know-How – Find out what your current "grade" in marketing is. By taking this assessment you will be directed to those modules on the Web site you need most.
Marketing Best Practices for Financial Advisors – Take this assessment to be directed to specific tools on the Web site you need now! |
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My Marketing Tools: The Four Portals on the site
Through My Marketing Tools, members can access the four substantive portals on the Web site: |
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| Assess |
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In the Assessment Portal of MarketYourFinancialPractice.com, you are led through a number of well-organized, detailed evaluations of your current situation, including your practice history, historical marketing efforts and attitudes, and skills and inventories. In addition, through the assessment portal you can access the assessments for each of the individual marketing modules. |
| Plan |
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Using the results of your assessments, you will move into the Planning Portal of the MarketYourFinancialPractice.com site, where you will set goals for the growth and development of your practice. The Planning Portal contains the tools you need to define your marketing objectives, identify your target audiences for various marketing efforts, define what makes you unique as a financial advisor and communicate that uniqueness through key messages, and select from scores of implementation activities – those activities which fit your personality and style. |
| Implement |
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The Implementation Portal of MarketYourFinancialPractice.com will help you develop specific strategies and tactics for each goal. The foundation of the Implementation Portal is the various implementation modules we have created for you. Implementation modules can serve as stand-alone topics, or can become part of your broader marketing plan. These modules have been developed based upon our years of experience working with financial advisors. Each module contains an assessment tool, a planning tool, various implementation tools, tips, checklists and templates, and a method for measuring your results. |
| Measure |
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The Measurement Portal of the MarketYourFinancialPractice.com site allows you to access tools to help you measure the return on investment of your various marketing strategies. | |
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My Marketing Tools: The Four Pillars of MarketingSM
MarketYourFinancialPractice.com helps financial advisors create a balanced approach to marketing by ensuring they concurrently pursue strategies under each of The Four Pillars of MarketingSM:
- Retain and Grow Relationships with Existing Clients
- Attract New Clients and Develop New Business
- Increase Name Recognition and Awareness
- Create Targeted and Effective Communications
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My Marketing Tools: Twenty Marketing Modules
(Organized under The Four Pillars of MarketingSM)
There are twenty fully functioning Marketing Modules, each of which includes assessment tools, planning tools, implementation strategies, and measurement tools. The modules include:
| Retain and Grow Relationships with Existing Clients |
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Attract New Clients and Develop New Business |
- Client Satisfaction
- Client Service
- Cross Marketing
- Referral Source Development
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- Networking
- Targeted Business Development
- Proposal Development
- Market Research
- Trade and Professional Association Involvement
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| Increase Name Recognition and Awareness |
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Create Targeted and Effective Communications |
- Advertising
- Brand and Identity Development
- Public and Media Relations
- Trade Shows
- Community Involvement
- Social Networking
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- Strategic Communication
- Marketing Database and Information Management
- Website Development
- Event Planning
- Online Marketing (in development)
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My Marketing Workspace: Where you go to "do" marketing! |
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My Marketing Folder – We want to help you save time and space by providing My Marketing Folder that only you can access. Here you can securely save every assessment you complete, every marketing plan you develop, and any tools, tips or checklists throughout the site you would like easy access to. |
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Add an Activity – As you move through My Marketing Tools, you'll build your action plan by creating specific tasks, with action steps, timelines, and projected costs. You can even have Your Virtual Marketing Coach send you reminder emails about upcoming deadlines by using the "Remind Me" feature! |
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Master Activity Report – All of the action steps you create are organized by Pillar and Module in the Master Activity Report, and your completed tasks are saved in the Completed Projects Report. |
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Contact Manager – Create your marketing database on MarketYourFinancialPractice.com, integrating all of your marketing contacts (clients, contacts and referral sources) in one place! Here you can add a contact, or view all contacts in your Master Contact Report! |
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Stay Focused, Stay on Track – Use the "Remind Me" feature in your personal Marketing Activity Report to receive automated emails reminding you of goals you have set. |
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Outlook Scheduler – Use this feature to block time on your schedule to work with MarketYourFinancialPractice.com, or to accomplish a task you’ve added to your Master Activity Report or Master Contact Report. |
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My Marketing Materials – Small firms and solo practitioners can download these templates to create your own business cards, letterhead, envelopes, a brochure and other marketing pieces. |
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News, Tools, and Gadgets – Here you will find real-time feeds to information including CNN.com, USA Today, and other business and financial news feeds which you can view online or download to your PDA. |
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Ask a Marketing Question – Remember, at any time you can simply send an email to Your Virtual Marketing CoachSM, and receive an answer by the end of the next business day; usually sooner. |
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My Favorites – Periodically, you’ll find a tip sheet or a tool that you want to highlight, so that you can easily find it again at the click of your mouse. When you save it to My Favorites, the link to that webpage will be saved in the My Favorites section of My Marketing Folder. |
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Notes to Self – Use this feature to make notes to yourself about your work with MarketYourFinancialPractice.com, or your marketing efforts in general. |
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Free Web-Based Orientation Sessions – Each week we will host a MarketYourFinancialPractice.com Webinar to acquaint new members with the features and functionality of MarketYourFinancialPractice.com. |
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Assess Your Practice – MarketYourFinancialPractice.com contains tools to assess literally every aspect of your current practice. In addition, all assessments are scored so you are directed to the implementation modules you need most! |
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Plan Your Growth – We don't want you to implement anything until you have set some goals for yourself. |
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Implement Your Plan! – There are 17 implementation modules covering every facet of a financial advisor's marketing effort. You can complete implementation modules one at a time, or you can pull them into your broader marketing plan. |
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Measure Your Results – You will always be able to measure the impact and return on investment of the marketing activities you choose to pursue. |
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New Content Added Regularly! – Your MarketYourFinancialPractice.com team is constantly adding great new tools and relevant content to the Web site to ensure you have access to everything (and more) you could possibly need to market your practice. Also, every tool, tip, checklist or template has a print-friendly option. | |
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