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Every financial advisor has a marketing folder. Most of them are disorganized collections of notes, address lists, articles, seminar invitations, competitors' marketing materials, and other miscellaneous scraps of paper. My Marketing Folder on MarketYourFinancialPractice.com will save you time and money by organizing and supporting your marketing efforts in a secure, easy-to-use, Web-based environment. Organized to mirror the structure of MarketYourFinancialPractice.com, My Marketing Folder contains the results of all the work you have done at any given time on the Web site so you can easily pick up where you left off. Read on to find out more about how members can make the most of this interactive filing system. How is My Marketing Folder Organized? Every interactive tool in My Marketing Tools is automatically saved in My Marketing Folder. If you can input data or content into a page on the Web site, it’s stored here. My Marketing Folder is organized the same way My Marketing Tools is organized, using the Four Portals: Assess, Plan, Implement and Measure. The tools are listed in alphabetical order in each portal folder to make them easier to find. For example, the Assess folder contains all the assessments that you can take on the site, in alphabetical order. How do I save something to My Favorites and where do I find it in My Marketing Folder? At the top of every page in My Marketing Tools is a navigation bar that includes a button called “Add to Favorites”. Select that button on any page, and a link to that page will go into a Favorites subfolder in the appropriate folder, depending on what portal of the site the page is found in (Assess, Plan, Implement or Measure). Can I find my Contact Manager and Activity Manager in My Marketing Folder? Links to the Contact Manager and Activity Manager are in the Implement folder. There is a link to Add an Activity or a Contact, and links to the master reports as well. What’s in “Marketing Reports”? The Marketing Reports folder contains three reports: My Essay Question Summary, My Marketing Report Card, and My Marketing Successes. The first two are generated automatically as you work through My Marketing Tools, keeping track of your scores and answers so you can find them quickly. The third report is a document that helps you keep track of how your marketing efforts are paying off. You can open this document, save data in it, and then save it to your computer. What are “My Personal Folders”? This is where My Marketing Folder gets really amazing. You can upload documents from your computer to be stored in My Marketing Folder. You can add and rename subfolders in My Personal Folders, allowing you to organize your documents as you see fit. You can delete files or subfolders. You can also send a document to Your Virtual Marketing Coach for review – see below for more about that feature. What is “Marketing Coach Review”? You can send any of your uploaded documents to Your Virtual Marketing Coach to ask for feedback and comments. You will want to use this feature with documents that are in their final draft form, when you are ready to send them to clients. The kinds of documents that are appropriate for review are things like key messages, your biography, examples of representative experience elevator speeches or proposals. Your Marketing Coach will review your document and send comments back to you. You’ll be able to see the comments in an email, as well as access them from within My Marketing Folder. |
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