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Whenever I start working with an advisor, I like to find out his or her preferences when it comes to communication. Some like to speak; others like to write. Some like formal presentations; others prefer to speak off-the-cuff. Some prefer to be seen on video, while others would prefer to be heard and not seen.
My philosophy is that the best marketing activities are the ones that are in line with the advisor’s preferences and interests. Asking an advisor to write a weekly blog when he or she can barely put two sentences together is a recipe for disaster. In contrast, putting an advisor who loves to be the center of attention on video will produce positive results. Social media offers a rich array of tools - all you have to do is choose the one that best fits your personality and preferences.
Other Articles by Kristen Luke
The $3,000 Marketing Plan
Five Ways to Cultivate Professional Referral Relationships
Touch Your Clients 24 Times a Year without Breaking a Sweat
Social Media Marketing for the Everyday Advisor
Twitter Your Way to New Clients, Part One
Twitter Your Way to New Clients, Part Two
For the writers
Blogs
It is easier to drive people to your blog than to your website. Why? Because you are posting quality content on a regular basis to your blog. Most likely, the same cannot be said about your website. With that being said, writing a blog is a major commitment. Successful bloggers know that writing on a consistent basis is one of the keys to success. Coming up with interesting content on a daily or weekly basis is a challenge. However, if you are naturally drawn to the written word, it is an effective way to communicate your investment management philosophies and financial planning strategies.
EBooks
