Home Sample Marketing Plan 7 Secrets Report Who We Serve About Us Contact Us
Sample Marketing Plan
Marketing Program
For Financial Advisors
Postcard Lead Generating
Direct Marketing
Differentiation For Financial Services
Financial Services
Email Campaigns
Web Lead Generation
For Financial Advisors
Write A Brochure
Referrals System
More Articles
Privacy Policy
Case Studies: Testimonials

For Financial Advisors . . .

"An Overlooked Marketing Tool
With King-Size Advantages"

By Shirley Hanson
copyright 2007

Suppose you could call on a marketing tool with these qualities:

  • Simple to carry out,
  • Can be no cost to you. (We’ll show you how in a minute),
  • Prompts new prospects to ease into a relationship with you,
  • Super-convenient for your prospects, and
  • Completely under their control so that they don’t have to worry about being flimflammed by a sales pitch.

It’s an ideal lead-generating and marketing tool for financial advisors because it is no risk . . . to you and, perhaps even more important, to your prospects. In addition, you can present your unique qualities to prospects (and clients, too) comfortably from your favorite chair in your home or office.

There is such a marketing tool, and it’s a simple, basic, unadorned teleseminar. And it can work brilliantly for you in your marketing program if you know how to do it right.

Financial Advisor King-Size Tip #1 -
Put Your Teleseminars On A Schedule

Once is not enough. Neither is once in awhile. Get teleseminars on your calendar on a bi-weekly or monthly basis. Then, stick to your schedule.

Financial advisors have an obstacle other professionals don’t have: Compliance. Here’s a way around the Compliance barrier. Put your teleseminars on a monthly schedule. Prepare the first two and get them approved.

Then, you are ready to announce your series and set the date for the first one. Prepare the third one for Compliance’s oversight and keep several weeks ahead from then on.

Financial Advisor King-Size Tip #2 -
Set Your Teleseminar Series Apart With The Right Title

This idea was emphasized by Michael Port in his book “Book Yourself Solid.” Your title for your series should reflect what you do and attract interest. Ours, for example, could be The Boost Your Production Series. A financial advisor’s could be The Secure Retirement Center.

Financial Advisor King-Size Tip #3 -
Talk About Topics That Are Gnawing
At Your Prospects’ Peace Of Mind

That’s good marketing advice.

A general title for your teleseminar series gives you leeway to present various specific topics within the framework. Possibly, you could try a short, informal survey to discover what your prospects really want to know.

And, yes, over time you’ll have a library of topics to repeat. Better yet, if you tape your teleseminars, you can repeat them regularly with little effort.

Financial Advisor King-Size Tip #4 -
Think Small With Your Teleseminar Invitation List

You don’t need a cast of dozens. A carefully orchestrated event for one or a handful of Ideal Prospects can be immensely productive.

Sales consultant Chris Mullins creatively calls on teleseminars as the foundation of her sales process. She may find out, when talking to a prospect, what his or her most troubling problem is. Then, she’ll announce that topic for her next teleseminar.

The names you’ve collected from your website plus referrals and networking contacts can become your list for your teleseminar invitations. Don’t discount your clients because teleseminars on the right subjects can deepen client relationships.

*Financial Advisor King-Size Tip #5 –
Go For Free

The free teleseminar service we recommend is www.freeconferencecall.com

In exchange for your name and email you receive your own account for 120 days (and you can keep on renewing). You get your dial-in number and access code and can use it anytime for your teleseminars - without reservations - for up to 96 callers.

You also get your free recording. That’s how you can repeat your teleseminars (See Tip #3.)

Your Competitive Edge

Financial advisors often wonder what they can offer prospects to nurture the relationship. With teleseminars you’ll never be at a loss about what to provide. They are a productive marketing tool to start a relationship and deepen it over time.

By presenting teleseminars on a schedule you are always in front of your prospects. That can give you a competitive edge in your overcrowded, overmarketed field!

Shirley Hanson specializes in helping financial advisors breakthrough to a higher level of production. You can call Shirley at 215.753.2620.


Marketing Plan Financial Advisor |  Sample Marketing Plan  |  Marketing Program for Financial Advisors
Postcard Lead Generating |  Direct Marketing  |  Differentiation for Financial Services |  Financial Services Email Campaigns
Web Lead Generation for Financial Advisors |  Write A Brochure That Pays Off
Referrals System |  More Articles |  Contact Us

Note: Advisors can be spelled as advisers


Marketing Plans for Financial Advisors
Hanson Marketing Group
8011 Navajo Street, Philadelphia, PA 19118
Phone: 215-753-2620 | Fax: 215-753-9223
shirley@MarketingPlanFinancialAdvisor.com
www.MarketingPlanFinancialAdvisor.com
Copyright 2007, all rights reserved