Cultivate Your Influence

Becoming a successful financial planner is a unique challenge, with many moving components. It is hugely beneficial to reach outside your inner circles to grow your networks and increase your referral bases.

While this may be achieved via social media marketing, developing personal relationships has been proven to be the most effective solution.

Retirees and those nearing retirement are an obvious source of business, and one of the best ways to win new clients in this demographic is by stepping up personal involvement in their communities.

Whereas traditional marketing campaigns can be costly, community involvement mainly requires some of your staff’s time. And by volunteering your time, you can connect with seniors in your local community, who may one day become your business clients.

Become Involved In Your Community

You can initiate a ‘direct marketing program’, by using your business’s custom branded Conversation Starter Cards & Booklets to venture into your targeted markets to promote your services.

It is a simple process to facilitate your own seminars/presentations, where you can interactively engage with your attendees using our Conversation Starter Card questions, to kick-start discussions with your audiences. We can show your staff how best to achieve such an outcome.

At the end of each event you will have the chance to distribute your business’s marketing and information brochures, plus on-sell or simply give-away, your own custom branded version of our two sets of Conversation Starter Cards & Booklets.

The Bottom Line

The marketing take-away is that the Cards & Booklets will most likely end up at home on the coffee tables of the purchasers, as a ‘curiosity’ conversation starter in their own right, when their family & friends drop by for a visit.

They become a very cost effective, long-term marketing tool for your business, raising your firm’s profile in a very competitive market place. And as part of our custom branding option, we can create a card to promote the aspects of your services that you wish to highlight.

People looking for the services of a financial planner tend to choose professionals they have grown to trust through naturally evolving relationships. By being involved in your local community, planners/advisors can build relationships that will grow for years to come.

Contact us on 1300 966 110 or [email protected].

Purchase ‘Your Life Story’ Cards & Booklet

Available in multiple languages

For retailers, please contact us directly on 1300 966 110

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