SlideShare uma empresa Scribd logo
1 de 34
Baixar para ler offline
HOW TO MARKET DURING A CRISIS
My Story
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
•
•
•
•
•
Marketing during a crisis
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
The Underlying Key To
Getting More Clients
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
•
•
•
Example: Indigo Marketing Agency
•
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Who Are Your Next Clients?
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
T h i s p r o c e s s t a k e s o n e y e a r o n a v e r a g e
The Buyer’s Journey
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
The Unprecedented Urgency of 2020
•
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Providing Real Value
•
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
What Should You Be Doing This Month?
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
What Should You Be Doing This Month?
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
What Should You Be Doing This Month?
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Remind Them About Referrals
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
5 Steps To Getting
New Clients
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Becoming The “Go To Expert”
•
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Who Is Your Niche?
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
•
•
•
•
What Is Keeping Them Up At Night?
UC San Diego Health
Retirees taking income
Business owners
People who are out of work
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Create Resources To Help
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Webinar: How To Protect
Your Wealth During a
Financial Crisis
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
•
•
•
•
•
Creating Urgency To Act
Emotional discomfort or fear
+
Awareness of Problem
+
Easy Solution
=
Action
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Making It Easy To Work With You
Get Started Now Page
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
•
•
•
Get Started Link Front & Center
Schedule
A Call
Add “Get Started Now” Button To
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Get The Word Out
•
•
•
•
•
•
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Staying Top-Of-Mind
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Download Your Marketing
in a Crisis Checklist
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
Get Started Now
•
•
○
○
○
○
○
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
How To Learn More
•
•
•
•
Go To: indigomarketingagency.com/getstarted
/ H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
How to Market During a Crisis for Financial Advisors

Mais conteúdo relacionado

Mais procurados

Right people in the right seats (Julia Langkraehr)
Right people in the right seats (Julia Langkraehr)Right people in the right seats (Julia Langkraehr)
Right people in the right seats (Julia Langkraehr)Screen Pages
 
Building Positive B2B Experiences at Scale
Building Positive B2B Experiences at ScaleBuilding Positive B2B Experiences at Scale
Building Positive B2B Experiences at ScaleeMarketing Solutions
 
Monitoring & Analysis of Social Media
Monitoring & Analysis of  Social MediaMonitoring & Analysis of  Social Media
Monitoring & Analysis of Social MediaGregory Birgfeld
 
Lisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing LessonsLisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing LessonsLisa Shininger
 
AWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy LectureAWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy LectureJonSharesSlides
 
Webinar: 10 of The Best Social Media Campaigns in 2016
Webinar: 10 of The Best Social Media Campaigns in 2016Webinar: 10 of The Best Social Media Campaigns in 2016
Webinar: 10 of The Best Social Media Campaigns in 2016TINT
 
It's a Brand New Day Webinar 7/6/15
It's a Brand New Day Webinar 7/6/15It's a Brand New Day Webinar 7/6/15
It's a Brand New Day Webinar 7/6/15eateria
 
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable Marketing
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable MarketingEase, Fun and Authenticity: Keys to More Effective & Enjoyable Marketing
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable MarketingComBridges
 
Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01Mike Said
 
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...Lviv Startup Club
 
Customers For Life - Castle Pines Chamber of Commerce
Customers For Life - Castle Pines Chamber of CommerceCustomers For Life - Castle Pines Chamber of Commerce
Customers For Life - Castle Pines Chamber of CommercePamela Herrmann
 
Social Media and the Job Hunt
Social Media and the Job HuntSocial Media and the Job Hunt
Social Media and the Job HuntJohn J Nosal
 
Finding Strategy in Your Story with Andy Busam
Finding Strategy in Your Story with Andy BusamFinding Strategy in Your Story with Andy Busam
Finding Strategy in Your Story with Andy BusamConvergeSouth
 
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...Meredith Oliver
 
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOW
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOWWill My Kickstarter Succeed? THINGS YOU NEED TO KNOW
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOWSamit Patel
 
Mapan projek akhir
Mapan projek akhirMapan projek akhir
Mapan projek akhirmuazjabbal
 

Mais procurados (20)

My portfolio
My portfolioMy portfolio
My portfolio
 
Right people in the right seats (Julia Langkraehr)
Right people in the right seats (Julia Langkraehr)Right people in the right seats (Julia Langkraehr)
Right people in the right seats (Julia Langkraehr)
 
Building Positive B2B Experiences at Scale
Building Positive B2B Experiences at ScaleBuilding Positive B2B Experiences at Scale
Building Positive B2B Experiences at Scale
 
Monitoring & Analysis of Social Media
Monitoring & Analysis of  Social MediaMonitoring & Analysis of  Social Media
Monitoring & Analysis of Social Media
 
Lisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing LessonsLisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing Lessons
 
AWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy LectureAWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy Lecture
 
El marketing ha muerto
El marketing ha muertoEl marketing ha muerto
El marketing ha muerto
 
Webinar: 10 of The Best Social Media Campaigns in 2016
Webinar: 10 of The Best Social Media Campaigns in 2016Webinar: 10 of The Best Social Media Campaigns in 2016
Webinar: 10 of The Best Social Media Campaigns in 2016
 
It's a Brand New Day Webinar 7/6/15
It's a Brand New Day Webinar 7/6/15It's a Brand New Day Webinar 7/6/15
It's a Brand New Day Webinar 7/6/15
 
Give The People What They Want"
Give The People What They Want"Give The People What They Want"
Give The People What They Want"
 
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable Marketing
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable MarketingEase, Fun and Authenticity: Keys to More Effective & Enjoyable Marketing
Ease, Fun and Authenticity: Keys to More Effective & Enjoyable Marketing
 
Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01
 
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...
Іван Лешко "Solving Business Cases in Harvard Style." Lviv Project Management...
 
Customers For Life - Castle Pines Chamber of Commerce
Customers For Life - Castle Pines Chamber of CommerceCustomers For Life - Castle Pines Chamber of Commerce
Customers For Life - Castle Pines Chamber of Commerce
 
Social Media and the Job Hunt
Social Media and the Job HuntSocial Media and the Job Hunt
Social Media and the Job Hunt
 
marketing services
marketing servicesmarketing services
marketing services
 
Finding Strategy in Your Story with Andy Busam
Finding Strategy in Your Story with Andy BusamFinding Strategy in Your Story with Andy Busam
Finding Strategy in Your Story with Andy Busam
 
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...
UniGroup Learning Conference - "#NOFILTER - Build Bigger Better Profits with ...
 
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOW
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOWWill My Kickstarter Succeed? THINGS YOU NEED TO KNOW
Will My Kickstarter Succeed? THINGS YOU NEED TO KNOW
 
Mapan projek akhir
Mapan projek akhirMapan projek akhir
Mapan projek akhir
 

Semelhante a How to Market During a Crisis for Financial Advisors

How To Embrace A Specialty As A Financial Advisor (Webinar)
How To Embrace A Specialty As A Financial Advisor (Webinar)How To Embrace A Specialty As A Financial Advisor (Webinar)
How To Embrace A Specialty As A Financial Advisor (Webinar)Claire Akin, MBA
 
How to create the perfect sales process and automate it
How to create the perfect sales process and automate itHow to create the perfect sales process and automate it
How to create the perfect sales process and automate itClaire Akin, MBA
 
What every advisor needs to know about the new testimonial rule new
What every advisor needs to know about the new testimonial rule newWhat every advisor needs to know about the new testimonial rule new
What every advisor needs to know about the new testimonial rule newClaire Akin, MBA
 
Best Practices for Using Testimonials in Your Marketing
Best Practices for Using Testimonials in Your MarketingBest Practices for Using Testimonials in Your Marketing
Best Practices for Using Testimonials in Your MarketingClaire Akin, MBA
 
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...CharityComms
 
Marketing Closing The Sale
Marketing Closing The Sale Marketing Closing The Sale
Marketing Closing The Sale Fluid
 
Selling Association Membership and Sponsorship Programs
Selling Association Membership and Sponsorship ProgramsSelling Association Membership and Sponsorship Programs
Selling Association Membership and Sponsorship ProgramsJP Moery
 
Interactive media : information and libraries (#bobcatsss2017)
Interactive media : information and libraries (#bobcatsss2017)Interactive media : information and libraries (#bobcatsss2017)
Interactive media : information and libraries (#bobcatsss2017)Guus van den Brekel
 
Tron digital marketing , trivandrum.
Tron digital marketing , trivandrum.Tron digital marketing , trivandrum.
Tron digital marketing , trivandrum.Renji Manmadan
 
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...500 Startups
 
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...Geoffrey Byruch
 
PitchSkills Business Presentation Template - Marketing
PitchSkills Business Presentation Template - MarketingPitchSkills Business Presentation Template - Marketing
PitchSkills Business Presentation Template - MarketingPitchSkills
 
#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm
#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm
#Winning at Instagram, or How to Learn to Stop Worrying and Love the AlgorithmKate O'Neill
 
Embracing Humility: 5 ways you’re probably failing your customers, and what y...
Embracing Humility: 5 ways you’re probably failing your customers, and what y...Embracing Humility: 5 ways you’re probably failing your customers, and what y...
Embracing Humility: 5 ways you’re probably failing your customers, and what y...taraerobertson
 
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...Price Intelligently
 
Test quick, build smart, be awesome
Test quick, build smart, be awesomeTest quick, build smart, be awesome
Test quick, build smart, be awesomeWP&UP
 
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur Guide
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur GuideEvolution from Digital Marketer to a Growth Hacker - An Entrepreneur Guide
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur GuideGokul Alex
 
1.1 Introducción a la gestión empresarial
1.1 Introducción a la gestión empresarial1.1 Introducción a la gestión empresarial
1.1 Introducción a la gestión empresarialJorge Edgar Mora Reyes
 
Lucida YBF Lunch and Learn
Lucida YBF Lunch and LearnLucida YBF Lunch and Learn
Lucida YBF Lunch and Learnlucidacontent
 

Semelhante a How to Market During a Crisis for Financial Advisors (20)

How To Embrace A Specialty As A Financial Advisor (Webinar)
How To Embrace A Specialty As A Financial Advisor (Webinar)How To Embrace A Specialty As A Financial Advisor (Webinar)
How To Embrace A Specialty As A Financial Advisor (Webinar)
 
How to create the perfect sales process and automate it
How to create the perfect sales process and automate itHow to create the perfect sales process and automate it
How to create the perfect sales process and automate it
 
What every advisor needs to know about the new testimonial rule new
What every advisor needs to know about the new testimonial rule newWhat every advisor needs to know about the new testimonial rule new
What every advisor needs to know about the new testimonial rule new
 
Best Practices for Using Testimonials in Your Marketing
Best Practices for Using Testimonials in Your MarketingBest Practices for Using Testimonials in Your Marketing
Best Practices for Using Testimonials in Your Marketing
 
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...
Telling Tales (and not just shiny new ones!) | How to gain coverage when you ...
 
Marketing Closing The Sale
Marketing Closing The Sale Marketing Closing The Sale
Marketing Closing The Sale
 
Selling Association Membership and Sponsorship Programs
Selling Association Membership and Sponsorship ProgramsSelling Association Membership and Sponsorship Programs
Selling Association Membership and Sponsorship Programs
 
Interactive media : information and libraries (#bobcatsss2017)
Interactive media : information and libraries (#bobcatsss2017)Interactive media : information and libraries (#bobcatsss2017)
Interactive media : information and libraries (#bobcatsss2017)
 
Tron digital marketing , trivandrum.
Tron digital marketing , trivandrum.Tron digital marketing , trivandrum.
Tron digital marketing , trivandrum.
 
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...
[WMD 2015] MindValley Hispano >> Juan Martitegui, "Pay-Per-Click Checklist: 2...
 
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...
The FIVE Questions You Should Ask Before You Become an Entrepreneur by Geoffr...
 
PitchSkills Business Presentation Template - Marketing
PitchSkills Business Presentation Template - MarketingPitchSkills Business Presentation Template - Marketing
PitchSkills Business Presentation Template - Marketing
 
#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm
#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm
#Winning at Instagram, or How to Learn to Stop Worrying and Love the Algorithm
 
Embracing Humility: 5 ways you’re probably failing your customers, and what y...
Embracing Humility: 5 ways you’re probably failing your customers, and what y...Embracing Humility: 5 ways you’re probably failing your customers, and what y...
Embracing Humility: 5 ways you’re probably failing your customers, and what y...
 
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...
Embracing Humility: Five Ways You're Failing Your Customers - Tara Robertson ...
 
Spring cleaning workbook 2018
Spring cleaning workbook 2018Spring cleaning workbook 2018
Spring cleaning workbook 2018
 
Test quick, build smart, be awesome
Test quick, build smart, be awesomeTest quick, build smart, be awesome
Test quick, build smart, be awesome
 
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur Guide
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur GuideEvolution from Digital Marketer to a Growth Hacker - An Entrepreneur Guide
Evolution from Digital Marketer to a Growth Hacker - An Entrepreneur Guide
 
1.1 Introducción a la gestión empresarial
1.1 Introducción a la gestión empresarial1.1 Introducción a la gestión empresarial
1.1 Introducción a la gestión empresarial
 
Lucida YBF Lunch and Learn
Lucida YBF Lunch and LearnLucida YBF Lunch and Learn
Lucida YBF Lunch and Learn
 

Mais de Claire Akin, MBA

The Riches Are In The Niches
The Riches Are In The NichesThe Riches Are In The Niches
The Riches Are In The NichesClaire Akin, MBA
 
Houseplant resource center webinar houseplants for beginners (and the easies...
Houseplant resource center webinar  houseplants for beginners (and the easies...Houseplant resource center webinar  houseplants for beginners (and the easies...
Houseplant resource center webinar houseplants for beginners (and the easies...Claire Akin, MBA
 
Create your 2022 marketing plan.pptx
Create your 2022 marketing plan.pptxCreate your 2022 marketing plan.pptx
Create your 2022 marketing plan.pptxClaire Akin, MBA
 
Tales from the Trenches: What Worked for Advisors in 2020?
Tales from the Trenches:  What Worked for Advisors in 2020? Tales from the Trenches:  What Worked for Advisors in 2020?
Tales from the Trenches: What Worked for Advisors in 2020? Claire Akin, MBA
 
How to create a provocative value proposition
How to create a provocative value propositionHow to create a provocative value proposition
How to create a provocative value propositionClaire Akin, MBA
 
How does your marketing compare to top advisors
How does your marketing compare to top advisorsHow does your marketing compare to top advisors
How does your marketing compare to top advisorsClaire Akin, MBA
 
10 Steps to Marketing Your New Advisory Firm or RIA
10 Steps to Marketing Your New Advisory Firm or RIA10 Steps to Marketing Your New Advisory Firm or RIA
10 Steps to Marketing Your New Advisory Firm or RIAClaire Akin, MBA
 
Marketing in a Crisis Checklist
Marketing in a Crisis ChecklistMarketing in a Crisis Checklist
Marketing in a Crisis ChecklistClaire Akin, MBA
 
The Ultimate Fiddle Leaf Fig Propagation Webinar
The Ultimate Fiddle Leaf Fig Propagation WebinarThe Ultimate Fiddle Leaf Fig Propagation Webinar
The Ultimate Fiddle Leaf Fig Propagation WebinarClaire Akin, MBA
 
The Ultimate Monstera Webinar
The Ultimate Monstera WebinarThe Ultimate Monstera Webinar
The Ultimate Monstera WebinarClaire Akin, MBA
 
Indigo Marketing Agency: What We Do and How We Can Help
Indigo Marketing Agency: What We Do and How We Can HelpIndigo Marketing Agency: What We Do and How We Can Help
Indigo Marketing Agency: What We Do and How We Can HelpClaire Akin, MBA
 
New Website Options for Financial Advisors
New Website Options for Financial AdvisorsNew Website Options for Financial Advisors
New Website Options for Financial AdvisorsClaire Akin, MBA
 
Fiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 WebinarFiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 WebinarClaire Akin, MBA
 
Website Copywriting for Financial Advisors
Website Copywriting for Financial AdvisorsWebsite Copywriting for Financial Advisors
Website Copywriting for Financial AdvisorsClaire Akin, MBA
 
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...Claire Akin, MBA
 

Mais de Claire Akin, MBA (16)

The Riches Are In The Niches
The Riches Are In The NichesThe Riches Are In The Niches
The Riches Are In The Niches
 
Houseplant resource center webinar houseplants for beginners (and the easies...
Houseplant resource center webinar  houseplants for beginners (and the easies...Houseplant resource center webinar  houseplants for beginners (and the easies...
Houseplant resource center webinar houseplants for beginners (and the easies...
 
Create your 2022 marketing plan.pptx
Create your 2022 marketing plan.pptxCreate your 2022 marketing plan.pptx
Create your 2022 marketing plan.pptx
 
Tales from the Trenches: What Worked for Advisors in 2020?
Tales from the Trenches:  What Worked for Advisors in 2020? Tales from the Trenches:  What Worked for Advisors in 2020?
Tales from the Trenches: What Worked for Advisors in 2020?
 
How to create a provocative value proposition
How to create a provocative value propositionHow to create a provocative value proposition
How to create a provocative value proposition
 
How does your marketing compare to top advisors
How does your marketing compare to top advisorsHow does your marketing compare to top advisors
How does your marketing compare to top advisors
 
10 Steps to Marketing Your New Advisory Firm or RIA
10 Steps to Marketing Your New Advisory Firm or RIA10 Steps to Marketing Your New Advisory Firm or RIA
10 Steps to Marketing Your New Advisory Firm or RIA
 
Marketing in a Crisis Checklist
Marketing in a Crisis ChecklistMarketing in a Crisis Checklist
Marketing in a Crisis Checklist
 
The Ultimate Fiddle Leaf Fig Propagation Webinar
The Ultimate Fiddle Leaf Fig Propagation WebinarThe Ultimate Fiddle Leaf Fig Propagation Webinar
The Ultimate Fiddle Leaf Fig Propagation Webinar
 
The Ultimate Monstera Webinar
The Ultimate Monstera WebinarThe Ultimate Monstera Webinar
The Ultimate Monstera Webinar
 
Indigo Marketing Agency: What We Do and How We Can Help
Indigo Marketing Agency: What We Do and How We Can HelpIndigo Marketing Agency: What We Do and How We Can Help
Indigo Marketing Agency: What We Do and How We Can Help
 
New Website Options for Financial Advisors
New Website Options for Financial AdvisorsNew Website Options for Financial Advisors
New Website Options for Financial Advisors
 
Fiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 WebinarFiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 Webinar
 
Website Copywriting for Financial Advisors
Website Copywriting for Financial AdvisorsWebsite Copywriting for Financial Advisors
Website Copywriting for Financial Advisors
 
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...
How to Create a Marketing Plan for Financial Advisors and Grow Your Business ...
 
Competitive Matrix_v4
Competitive Matrix_v4Competitive Matrix_v4
Competitive Matrix_v4
 

Último

Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort ServiceBusty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort ServiceDelhi Call girls
 
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptxMartinKaraffa3
 
Press Release Distribution Evolving with Digital Trends.pdf
Press Release Distribution Evolving with Digital Trends.pdfPress Release Distribution Evolving with Digital Trends.pdf
Press Release Distribution Evolving with Digital Trends.pdfPR Wires
 
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15SearchNorwich
 
The Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdfThe Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdfVWO
 
Welcome to DataMetricks Consulting (1).pptx
Welcome to DataMetricks Consulting (1).pptxWelcome to DataMetricks Consulting (1).pptx
Welcome to DataMetricks Consulting (1).pptxdatametricks
 
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptx
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptxUnveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptx
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptxelizabethella096
 
W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...William (Bill) H. Bender, FCSI
 
SP Search Term Data Optimization Template.pdf
SP Search Term Data Optimization Template.pdfSP Search Term Data Optimization Template.pdf
SP Search Term Data Optimization Template.pdfPauleneNicoleLapira
 
Best 5 Graphics Designing Course In Chandigarh
Best 5 Graphics Designing Course In ChandigarhBest 5 Graphics Designing Course In Chandigarh
Best 5 Graphics Designing Course In Chandigarhhamitthakurdma01
 
Distribution Ad Platform_ The Role of Distribution Ad Network.pdf
Distribution Ad Platform_ The Role of  Distribution Ad Network.pdfDistribution Ad Platform_ The Role of  Distribution Ad Network.pdf
Distribution Ad Platform_ The Role of Distribution Ad Network.pdfTransports Advertising
 
What is Google Search Console and What is it provide?
What is Google Search Console and What is it provide?What is Google Search Console and What is it provide?
What is Google Search Console and What is it provide?riteshhsociall
 
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptxDigital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptxZACGaming
 
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift Advertising
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift AdvertisingElevate Your Advertising Game: Introducing Billion Broadcaster Lift Advertising
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift AdvertisingVikasYadav194549
 
Social Media Marketing Portfolio - Maharsh Benday
Social Media Marketing Portfolio - Maharsh BendaySocial Media Marketing Portfolio - Maharsh Benday
Social Media Marketing Portfolio - Maharsh BendayMaharshBenday
 
Enhancing Business Visibility PR Firms in San Francisco
Enhancing Business Visibility PR Firms in San FranciscoEnhancing Business Visibility PR Firms in San Francisco
Enhancing Business Visibility PR Firms in San Franciscosanfranciscoprfirms
 
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Service
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night ServiceVIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Service
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Servicemeghakumariji156
 
Unraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptxUnraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptxelizabethella096
 
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort ServiceBusty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort ServiceDelhi Call girls
 
personal branding kit for music business
personal branding kit for music businesspersonal branding kit for music business
personal branding kit for music businessbrjohnson6
 

Último (20)

Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort ServiceBusty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 135 Noida Escorts >༒8448380779 Escort Service
 
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx
20180928 Hofstede Insights Conference Milan The Power of Culture Led Brands.pptx
 
Press Release Distribution Evolving with Digital Trends.pdf
Press Release Distribution Evolving with Digital Trends.pdfPress Release Distribution Evolving with Digital Trends.pdf
Press Release Distribution Evolving with Digital Trends.pdf
 
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15
Five Essential Tools for International SEO - Natalia Witczyk - SearchNorwich 15
 
The Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdfThe Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdf
 
Welcome to DataMetricks Consulting (1).pptx
Welcome to DataMetricks Consulting (1).pptxWelcome to DataMetricks Consulting (1).pptx
Welcome to DataMetricks Consulting (1).pptx
 
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptx
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptxUnveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptx
Unveiling the Legacy of the Rosetta stone A Key to Ancient Knowledge.pptx
 
W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...
 
SP Search Term Data Optimization Template.pdf
SP Search Term Data Optimization Template.pdfSP Search Term Data Optimization Template.pdf
SP Search Term Data Optimization Template.pdf
 
Best 5 Graphics Designing Course In Chandigarh
Best 5 Graphics Designing Course In ChandigarhBest 5 Graphics Designing Course In Chandigarh
Best 5 Graphics Designing Course In Chandigarh
 
Distribution Ad Platform_ The Role of Distribution Ad Network.pdf
Distribution Ad Platform_ The Role of  Distribution Ad Network.pdfDistribution Ad Platform_ The Role of  Distribution Ad Network.pdf
Distribution Ad Platform_ The Role of Distribution Ad Network.pdf
 
What is Google Search Console and What is it provide?
What is Google Search Console and What is it provide?What is Google Search Console and What is it provide?
What is Google Search Console and What is it provide?
 
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptxDigital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptx
 
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift Advertising
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift AdvertisingElevate Your Advertising Game: Introducing Billion Broadcaster Lift Advertising
Elevate Your Advertising Game: Introducing Billion Broadcaster Lift Advertising
 
Social Media Marketing Portfolio - Maharsh Benday
Social Media Marketing Portfolio - Maharsh BendaySocial Media Marketing Portfolio - Maharsh Benday
Social Media Marketing Portfolio - Maharsh Benday
 
Enhancing Business Visibility PR Firms in San Francisco
Enhancing Business Visibility PR Firms in San FranciscoEnhancing Business Visibility PR Firms in San Francisco
Enhancing Business Visibility PR Firms in San Francisco
 
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Service
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night ServiceVIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Service
VIP Call Girls Dongri WhatsApp +91-9833363713, Full Night Service
 
Unraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptxUnraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptx
 
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort ServiceBusty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort Service
Busty Desi⚡Call Girls in Sector 49 Noida Escorts >༒8448380779 Escort Service
 
personal branding kit for music business
personal branding kit for music businesspersonal branding kit for music business
personal branding kit for music business
 

How to Market During a Crisis for Financial Advisors

  • 1. HOW TO MARKET DURING A CRISIS
  • 2. My Story / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s / • • • • •
  • 3. Marketing during a crisis • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 4. The Underlying Key To Getting More Clients / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s / • • •
  • 5. Example: Indigo Marketing Agency • • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 6. Who Are Your Next Clients? / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 7. T h i s p r o c e s s t a k e s o n e y e a r o n a v e r a g e The Buyer’s Journey / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 8. The Unprecedented Urgency of 2020 • • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 9. Providing Real Value • • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 10. What Should You Be Doing This Month? / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 11. What Should You Be Doing This Month? / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 12. What Should You Be Doing This Month? / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 13. Remind Them About Referrals • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 14. 5 Steps To Getting New Clients / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 15. Becoming The “Go To Expert” • • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 16. Who Is Your Niche? / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s / • • • •
  • 17. What Is Keeping Them Up At Night? UC San Diego Health Retirees taking income Business owners People who are out of work / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 18. Create Resources To Help • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 19. Webinar: How To Protect Your Wealth During a Financial Crisis / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s / • • • • •
  • 20. Creating Urgency To Act Emotional discomfort or fear + Awareness of Problem + Easy Solution = Action / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 21. Making It Easy To Work With You
  • 22. Get Started Now Page / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s / • • •
  • 23.
  • 24.
  • 25. Get Started Link Front & Center
  • 27. Add “Get Started Now” Button To • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 28.
  • 29. Get The Word Out • • • • • • / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 30. Staying Top-Of-Mind / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 31. Download Your Marketing in a Crisis Checklist / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 32. Get Started Now • • ○ ○ ○ ○ ○ / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /
  • 33. How To Learn More • • • • Go To: indigomarketingagency.com/getstarted / H O W T O M A R K E T D U R I N G A C R I S I S f o r f i n a n c i a l a d v i s o r s /