{"id":7211,"date":"2022-01-25T16:24:14","date_gmt":"2022-01-25T16:24:14","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&p=7211"},"modified":"2023-11-17T18:35:05","modified_gmt":"2023-11-17T18:35:05","slug":"client-education-driving-engagement-and-retention-with-the-right-marketing-mix","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/client-education-driving-engagement-and-retention-with-the-right-marketing-mix\/","title":{"rendered":"Client Education: Driving Engagement and Retention with the Right Marketing Mix"},"content":{"rendered":"

While it may not be everyone’s favorite task, we all know that marketing yourself and your financial planning business is essential to landing and keeping the clients you want. But how do you walk the line between educational marketing that engages clients and the type of self-promotion that sends them running in the other direction?<\/p>\n

By answering the question every existing and potential client will ask themselves when engaging with your marketing: \u201cWhat’s in it for me?” If you can answer that question\u2014and get to the root of your clients’ needs\u2014you will be able to create content that not only resonates with your clients but drives engagement and retention.<\/p>\n

Understanding Client Needs: \u201cWhat’s in It for Me?”<\/h1>\n

Your audience is diverse. Each client comes with their own particular set of needs. Since your set of services addresses those needs in different ways, your marketing content should do the same. To determine the type of content that fits each client, look to the personas you’ve built for your clients<\/a> and think about what you know about each one. What matters to each of your clients? What are their life goals, financial wellness goals, expectations, or timelines?<\/p>\n

Personalize Your Marketing Strategy<\/h1>\n

Once you have identified the different needs of your client based on their personas, it’s time to apply a personalized approach to your marketing strategy catered to each of these personas. Personalization can be challenging, but it is paramount to your marketing success as a financial professional. And believe it or not, personalization and scalability go hand in hand when building a marketing program focused on engagement, education, and adding value.<\/p>\n

There are a few ways to personalize your marketing strategy:<\/p>\n