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Grant Hicks, CIM
A perfect time for fusion marketing webinars for financial advisors
How do financial advisors grow their business during Covid-19? Fusion
marketing. Fusion Marketing is everywhere. McDonald's is famous for it. You
see a Mcdonald's commercial which turns into a Coca-Cola commercial and
ends up in a Disney or Lucas film movie. They find the best partners.
Family office advisors are successful because they have successfully built
their “Network of professionals”. Each business is marketing to the same
High Net Worth clients. Why not work together in the spirit of cooperation?
How do I acquire more ideal clients starting today?
What is a simple way to implement immediately to grow my business?
Opportunity: Being introduced to your new ideal clients through strategic
networking and centers of influence. Having a team of professionals behind
you makes you look increasingly valuable to a client with large investment,
estate, or tax challenges. Build a network of professionals to help your
client’s overall comprehensive financial, estate, and investment plan.
Finding the best centers of influence for your clients
How do you find the best? If you don’t get a copy of the client’s tax
return and will, then at least have the name of the client’s accountant and
lawyer on your database. If you don’t have this information, get it. Ask
your clients if they’re happy with their accountants, lawyers, mortgage
persons, realtors, etc. If they are, get the names and let them know that
you will contact those professionals because you are always looking for
great professionals on your team. Then you have an opportunity to meet new
professionals through your clients. Always find the best centers of
influence through your best clients.
Show your centers of influence your value
Hold an online seminar with accountants, lawyers, and other centers of
influence such as mortgage brokers, realtors, and business associates. This
can be done on an online video call where you bring your network together.
I have done this for several financial advisors I work with, in my “Ideal
Capacity Coaching Program” https://www.advisorpracticemanagement.com/about-us
The purpose of the online video meeting is to share ideas on tax-advantaged
investing, estate planning, and other topics of mutual interest to help
clients with estate planning, tax minimization, etc., or to help business
owners with wealth transfer issues.
4 questions
When I host the meeting for financial advisors, I add value to their
relationship. The four questions I ask the network of professionals in an
online video are: 1 who is your ideal client? This gets them talking about
who they work with. 2. Tell me one of your success stories with an ideal
client, how you solved a big problem, and helped them, keeping names
confidential of course? Which they are proud to share since they never get
to talk about it. 3. Do you have a comprehensive network of professionals?
I teach them how to build out their own network, with scripts, the process,
and details, adding tremendous value to their firm and their clients. 4.
Are you looking for a few more ideal clients this year? I have never had a
no to this question. Some professionals do not want more clients but
everyone wants a few more ideal clients as defined by themselves. Then the
conversation turns to teach them about fusion marketing.
See the possibilities
Now we help paint the picture and images of acquiring a few more ideal
clients, everyone around the table has a few people to share with their
partners in exchange for a few ideal clients. The next is to plan your
online event with this small select group of people. When restaurants open
up this would be the first meeting I would be planning, when people are
comfortable doing so. The first luncheon would be with the COI group and
the second the fusion marketing prospects. You can also do it online and save
costs.
More online events- your network of professionals webinar series
You can do special seminars just for accountants or lawyers. You could have
special guest speakers or experts come out and speak about estate planning,
experiences, and advanced planning techniques to organize affairs through
trusts, estate freezes, and other planning vehicles. Another theme: Set up
an educational series and have a schedule to send to your centers of
influence along with a survey about topics they might be interested in
hearing about.
Now has never been a better time to do webinars with your network
A couple of accountants I spoke to last week were doing webinars on all of
the government changes, which everyone in every country needs to know. Why
not do this webinar with your accountant and a few of their top clients and
lawyer and a few of their top clients and the mortgage specialist and a few
of their top clients etc etc. Get excited about the possibilities of fusion
marketing!
If you need help
Details of how to build your network and fusion marketing are in my latest
book “Guerrilla Marketing For Financial Advisors” Innovating Financial
Professionals through practice management” Morgan James NY https://amzn.to/2XpOQZi
Feel free to reach out and set up a complimentary discussion, limited time
available by clicking here to set up a no-obligation call to discuss at grant@ghicks.com or use my online
calendar by clicking https://my.timetrade.com/book/JMTNJ
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