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Marketing Your Services

eMoney Communications Team June 8, 2016

marketing financial advisor services

Your emX Select technology helps you provide your clients with a superior user experience.

But is your marketing tailored to reflect the elite level of service your technology helps you provide? Below are a few steps to help you market your new technology, and your business.

Create a Strategy

Just like when you’re constructing a financial plan, it’s important to implement a strategy for marketing your services.

Start by defining your Target Market. Whether you cater to business owners, medical professionals, lawyers or young families, your marketing efforts should reflect the types of potential clients you’re looking to reach.

The next step is defining your Value Proposition. You should be able to clearly define who you are and the value you provide to your clients.

Develop Engaging Content

Once you have identified your target audience and your value proposition, you can begin to construct your message. You should always tailor your message to be appropriate for the channel you’re using, but this same principle holds true across almost all platforms: keep it short, relevant, and visual.

Now consider the Medium. Are you constructing a post for social media, creating an email campaign, or posting this information on your website or blog? Make sure you understand what your audience is looking for on each of these channels.

One of the simplest ways to bring value and increase the likelihood of prospects engaging with your message is to include video. And we make it easy to incorporate video into your marketing efforts with our Advisor Branded Media subscription. Complete with branded Celebrity Narrated, Target Market, Youth Fundamental and Client Education videos that can easily be added to your website, uploaded to your company Facebook page, or included in an email.

Advisor Branded Media subscribers can easily incorporate video in messages to clients with sample social media and client facing emails  provided when new videos are released to your subscription. If you’re an Advisor Branded Media subscriber, read our blog post for tips on how to get started. If you’re interested in learning more about the marketing subscription, click here to learn more or subscribe here.

 

 

Share Your Message with the World

After you’ve developed content that suits your audience, the last step is getting your message out there! Try adding a video to your company website, sending an email to prospects, or sharing over social media.

Remember, your prospects could be tweeting and Facebooking their days away, or checking their email with their morning coffee. If you’re emailing the first group or tweeting at the second group, you could be wasting your efforts—so make sure to keep your target audience in mind.

Before distributing your message, give it one last review, checking the grammar and links, before deciding on the best time to send it out.

But it doesn’t end when you click send. Be sure to interact when someone comments on your posts. Thank them for their input, open up a conversation with a larger audience, and, when applicable, follow up with them directly.

For more information on getting your message out to your audience, check out this Advisor’s Guide to Social Media.

For more information on getting your message out check out this Advisor’s Guide to Social Media.

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE
2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE

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Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.