It’s likely your business goals were top of
mind when you started your company and began building your database. Through
all the excitement and enthusiasm, were you also plotting your marketing
strategy?
A vital aspect of your business, your marketing
strategy works as an overall game plan for attracting and maintaining customers
with effective communication.
Get a jump start on your marketing strategy
with these four easy steps:
1. Examine your business goals
Determine your business goals and make
them S.M.A.R.T.: specific, measurable, attainable, relevant,
and time-bound.
§ Specific: Lay out what you want to accomplish, why it's important,
and what resources are involved.
§ Measurable: Set outlines to determine how you'll know when your goal
is accomplished.
§ Attainable: How realistic is this goal? How will you accomplish it?
What are some factors to consider?
§ Relevant: Consider your business' current status when laying out
your goal. Evaluate if it matches your other efforts and if it's the right time
to pursue the goal.
§ Time-bound: Name a deadline for your goal and what you can do to get
closer to achieving this goal.
Select the appropriate channels
With so many options, it’s easy to get overwhelmed or
take on too much too quickly.
- Email
marketing
- Website & blogging
- Compliant social media
- Print
- Radio
Coordination is key
Match your marketing efforts with your event
dates. Doing so will boost promotional efforts and event success.
- Seminars and workshops
- Company events
- Industry awareness
months/seasonal opportunities
- Analyze
and adjust
Know what does and does not work for your
business and create a better strategy! Refine marketing efforts using data collected and analytics.
KPIs to track:
- Cost
per lead
- Lead-to-client
- Monthly website traffic
- Email open rate
- Seminar attendance
Do you feel like your current marketing
strategy (or lack thereof) is holding you back from reaching the next level of
success with your business? Or maybe your focus is on your clients and you
don’t have the time and resources to implement a strong marketing strategy. Do
you want more information on the marketing services DMI can provide for you? An
important part of our success is the success of the financial professions that
work with us – click to request a marketing consultation and let’s get
started today!
MEGAN BOSS
A passionate digital marketing professional,
Megan holds a Bachelor of Science in Business Marketing from Bridgewater State
University and an M.B.A. from Curry College. Outgoing and detail-oriented,
Megan excels at creating cohesive marketing collateral and brand-building
across omnichannel solutions. At DMI, Megan’s strong creative and conceptual
skills help advisors grow their business by implementing thoughtful and
targeted marketing strategies and campaigns.
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