If you’re a financial advisor, you know firsthand just how competitive the financial services industry can be. The process of acquiring new customers can be both time consuming, and also daunting for many. With a myriad of different avenues to take, how does a financial advisor become a top producer in his local area?
It Starts With Valuing Time
Top producers understand the value of their time, and time well spent. If you’re looking to become top producer, perhaps one of the best reasons to consider marketing programs is for that of saving time. Marketing programs take the busy work out of producing; they do this in a few ways:
- Pre-Testing Marketing Strategies
- Creating the Material
- Organizing the Process
- Providing the Deliverables
- Streamlining the Client Prospecting Process
Marketing programs enable financial advisors to focus on what really matters, closing new business. By taking the busy work out of prospecting, marketing programs can get you in front of prospects that are ready to hear your story, faster and more efficiently than if you did it yourself!
Spending Money to Make Money
Marketing programs can be quite expensive, but every top producer knows that you have to spend it, to make it; here’s why. For top financial advisors one of the biggest initial hurdles they face is building their reputation and getting recognition as a trusted expert in their local area. Although marketing programs can be costly upfront, they serve as the perfect vehicle to do exactly that! By allowing you to instantly get your name out to thousands of potential prospects all over your local area and engage them as a financial expert. If you choose the right company that has a proven track record, and the right program, not only will you see immediate results, but even after the program has finished, you will see a steady stream of new referrals.
Stop Wearing Too Many Hats
As a financial advisor and independent business owner, you can sometimes play the role of many positions. But by wearing too many of these hats, you can also become complacent and lose focus of what really matters…advising. Top producers know what they are good at, and what they aren’t good at. Marketing programs are designed to put you back on track and in front of qualified prospects; allowing you to focus on actually advising and not the game of marketing. The majority of marketing programs are also designed by actual marketing companies that are focused on coming up with the best results and improving the process overtime for their clients. It’s also much easier and cheaper to switch to a different program than it is to create the entire process internally and having to rebuild it if the results aren’t there.
These were just a few reasons why many top producers are using marketing programs to get their results. If you have any questions about some of the proven effective, complete turn-key marketing programs we currently offer financial advisors, feel free to contact us here: Contact Us – Or you can always give us a call (toll free) anytime during Mon-Friday 8AM-5:30PM EST – 1(866) 855-3710