Our guide for financial advisors to use when marketing during a crisis, such as COVID-19 pandemic. Learn more at indigomarketingagency.com

1. MARKETING IN A CRISIS
CHECKLIST
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WHO ARE YOUR NEXT CLIENTS?
50% People already in your network (prospects)
20% Existing clients with other assets
20% Referrals from existing clients
10% Strangers (because you’re the go-to expert)
STEP 1: CALL ALL “A” CLIENTS
Consider their situation
Ask how you can help
Listen
Ask about other assets
Remind about referrals
Communicate weekly
STEP 2: EMAIL 1:1 WITH “B” CLIENTS
Consider their situation
Offer value
Ask how you can help
Ask about other assets
Remind about referrals
Communicate weekly
STEP 3: CALL & EMAIL ALL PROSPECTS
People on your email list
Centers of influence
Cold leads
Anyone who has referred you business before
Everyone you know
REMIND THEM ABOUT REFERRALS
We’re here for you and your family virtually
We’re never too busy to help someone you care about
We’re offering a free webinar
Schedule 15-minute Q & A call on our website
Do you know someone who needs our help?

2. MARKETING IN A CRISIS
CHECKLIST
/ I N D I G O M A R K E T I N G A G E N C Y/
MAKE IT EASY TO GET STARTED
Add “Get Started Now” Page to website
Outline your process
Add online calendar scheduler
Add “Get Started” link to main navigation
Add floating “Get Started” button to all pages of website
Add link to social media, email signature, and end of each blog post or article
BECOMING “THE GO-TO EXPERT”
Consider your niche
Understand their problem
Come up with valuable solutions
Offer easy next step
GET THE WORD OUT
Blog posts with radically relevant content
Niche webinar, video or report
Monthly emails to all contacts
Link to get started page
GET STARTED NOW WITH INDIGO MARKETING AGENCY
GO TO: INDIGOMARKETINGAGENCY.COM/GETSTARTED/
Save $500 if you get started in 48 hours
“Marketing in a Crisis” Upgrade Package
Free Get Started Now Page
Adding Calendar Scheduler
Adding Floating Get Started Button
Includes All Marketing In a Crisis Articles
Customized Report for Your Niche!