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Three Minute Marketing Assessment
- Added: May, 12th 2011
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- Create an Effective Marketing Plan: The Three Minute Marketing Assessment
Presented by
Kristen Luke
Wealth Management Marketing - Importance of Conducting an Assessment
Take inventory of current efforts
Correct weaknesses
Capitalize on strengths
Provides a roadmap for a marketing plan - Areas to Evaluate
General Strategy
Marketing Collateral
Social Media
Client Engagement/Communication
Client Referral Program
Centers of Influence (COI) Referral Program
Public Relations/Community Involvement - The Basics
- Defined target market
- Defined ideal client profile
- Goal for new clients this year
- Written marketing plan
- Marketing Collateral
- General Brochure
- One Page Firm Summary
- Service/Product Sheets
- Professional Bios
- Website
- PowerPoint Template
- Pitchbook
- Marketing Collateral (Cont.)
- Reprints of Articles
- Newsletter Template
- Marketing Email Template
- Stationary
- Branded Folder
- Branded Note Cards
- Letter Templates for Prospects and Clients
- Social Media Marketing
- Social Networking Sites
- Social Media Tools
- Blogs
- Video Blogs
- Podcasts
- E-Books
- Webinars
- Client Relations
- Review schedule for you A, B and C clients
- Touch your clients 24 times per year
- Gather client feedback annually through surveys or focus groups
- Client Referral Program
- Formal client referral program
- Referral follow up process and tracking system
- Client follow up and tracking system
- Letter templates
- Referral Kit
- Types of people you best serve
- The referral process
- Centers of Influence (COI)Referral Program
- Formal COI referral program
- Process for nurturing COI relationships
- Referral follow up process and tracking system
- COI follow up and tracking system
- Letter templates
- Referral Kit
- Types of people you best serve
- Products and services offered
- The sales & referral process
- Public Relations
- Articles for local or industry publications
- Press releases
- Present to business and/or community organizations
- Sponsor events
- Media kit
- Marketing Assessment Checklist
Download at:
www.WealthManagementMarketing.net - Thank You!
Contact Kristen Luke at:
www.WealthManagementMarketing.net
kluke@wmmktg.com
619.550.2409
blog: kristenluke.wordpress.com
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