Our Total Marketing Package Nurture Tier (aka TMP Nurture) involves building, launching, and continually optimizing a lead-focused marketing campaign on your behalf. We utilize lead funnels to attract and qualify the right audiences, identified by their location, demographics, personal traits, and financial needs.
Though it’s a proven effective strategy to grow an advisor’s client base, it may not be for everyone. Here are 5 signs you’re a good fit to move forward:
1. You’re ready to be a thought leader.
Most people searching for a financial professional aren’t educated enough in the industry to make an informed decision. Through being a thought leader, TMP Nurture elevates your brand and cements you as a purveyor of actionable, useful information. This goes beyond what someone might find in a cursory Google search.
Being a thought leader includes conveying novel opinions, personal insights, and custom-made resources that aren’t available anywhere else. (Have you considered utilizing webinars and courses to find more clients?) If you have the experience and acumen to position yourself as a helpful financial advocate, then your service will dovetail with TMP Nurture swimmingly!
2. You have a specific target market in mind.
TMP Nurture works by identifying a target market that will be most receptive to a consistent angle of marketing. In effect, our approach works by giving prospects information and tools to solidify our advisor clients as the de facto choice for managing their accounts.
For example, some successful advisors in the past have focused on factory workers, international families, professionals in the tech sector, or inhabitants of a certain county or city.
3. You understand that leads come from relationships, not one-and-done social media ads.
Your best clients get to know the real you. They continue to work with you because they trust you. This trust-building process begins not when the partnership starts, but before.
Like forming a diamond, you can’t increase the pressure to reduce the time needed for it to come into existence. There are many verticals that one-time marketing works great for, like Amazon sales or impulse buys. High-touch financial services is not one of them.
It’s therefore about curating and convincing an audience, not hard-selling them with a flashing “BUY NOW” button. Via TMP Nurture, your prospects will be invited to learn about you through several different touch points over time, carefully building up your brand in their eyes rather than pressuring them into something they’re not yet ready for.
4. You know that trust and authority are everything in your industry.
Aside from these being integral to any relationship, at the time of this publication (2024), Google has recently released an update to the way search engine ranks are calculated. Now Google more heavily considers how much of the content your visitors read and how much they interact on the page.
Instead of keyword stuffing, it’s the actually interesting and valuable stuff that matters. By ranking more strongly on search engine results pages, you’ll be able to funnel more targeted leads to your website and attract more interested leads because of it.
5. You have the bandwidth for growth.
Having the capacity to grow means more than just having time in your schedule, it means having the infrastructure and resources to handle an influx of new clients. With TMP Nurture, it’s crucial that your practice is ready to manage a higher volume of leads and the subsequent client relationships. This involves not just the time to engage with new prospects but also the operational support to onboard and service them effectively, providing them the A+ care that ideally is your daily standard.
Ready to Welcome New Conversations and Clients?
At Indigo Marketing Agency, we’re happy to have a conversation with you about marketing goals, expectations, and the strategy to get there. We exclusively serve financial advisors, which means we have a deep understanding of your offerings and compliance needs.
Click here to set up your free strategy consultation today!
Even if you opt to take on your own marketing or outsource it to someone else this year, you’ll still leave the meeting away with valuable insights for creating a positive-ROI marketing campaign while avoiding the common and expensive pitfalls that hamper success.
