Three Marketing Tips to Convert Prospects into Clients
If you are a financial professional looking for more business, try these easy marketing strategies to help you reach new prospects.
1. Make sure you have your brand name in the subject line of any e-mail you send. A recent survey showed that nearly 49% of consumers are more likely to open e-mails that have the brand name of the sender in the subject line. In this day of junk mail and spam, people want to know who you are.
2. Research your client’s needs so that your presentation—whether it’s to one person or a group of investors—expresses the benefits of working with your organization. Potential clients want to hear that you’re taking their particular needs into account.
3. Join a few investor clubs and “be seen.” I recently spoke at an investors club and watched the regulars stand up and make their monthly 2 minute pitch. It’s just good, old-fashioned networking. The professionals that show up month after month are considered old friends. They end up staying after the meeting to talk and answer questions, which in the end helps them get business.
Check out the National Association of Investment Clubs to find out what is happening in your area. Whether it is stocks or real estate, get involved and grow your business.