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Pump Up Your Marketing

March 31, 2022
Marketing

We often recommend using fpPathfinder to enhance your marketing efforts. While there can be as many marketing ideas as advisors, you may find a nugget or two in the Pump Up Your Marketing webinar recording. 

A high-level overview of what you can expect to learn from the webinar follows.

The Importance Of Specific & Measurable Goals

When your goals are specific and measurable, you can implement focused marketing tactics. The example in the Pump Up Your Marketing webinar re-envisions the general  “I want to grow my prospect list” goal as “Have actionable conversations with 20 leads who have equity compensation packages.”  When your goals are specific to what you want to achieve, you’ll have a clear marketing direction, and you’ll know how you’ll evaluate your success. The webinar provides other examples, which tie with the following marketing tactics.  

Gated Content

Gated content is a marketing tactic that invites a person to exchange information (like an email address) for the valuable information you have to offer. Checklists and flowcharts make for ideal content to offer as “bonus material.” When you watch the webinar, you learn how to implement gated content and some tips for quickly finding the right content for your audience. 

Collateral

Collateral is low tech and high impact, which helps make this easy (and fun) to implement. As a marketing tactic, using collateral with your Centers of Influence can prove an effective way to earn that qualified referral. Listen to the webinar for the whole, simple idea that can make a big difference. 

Thought Leadership

Thought leadership can take a little more time to fully realize than the gated content or collateral tactics. In addition to defining your audience, you will build relationships with reporters, podcasters, video hosts, and professional organizations. Take time to plan how to build your credibility among those you want to serve, and then begin creating. Listen to the Pump Up Your Marketing webinar if you’re becoming a thought leader is a marketing tactic you want to implement. You’re sure to find some good information. 

Deluxe & Premier Membership

If you want to add some muscle to your marketing, either Deluxe or Premier membership will help you accomplish that. Essentials members can upgrade by going to their Account Settings page. Then select Upgrade / Change and choose the level that moves you closer to your goals.

If you’re not yet a member, visit the Become A Member page and choose the membership level that’s right for you. Should you prefer a more personal touch, register for a live demonstration with our team and have all of your questions answered on the spot. 

Pump up your marketing fpPathfinder

 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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