Killer Marketing Ideas for 2019 and Beyond

Presenter: Devin Kropp, Associate EditorHorsesmouth

January 2019

Transformative Times

Source: Roubini Thought Lab: Wealth and Asset Management 2021

What Clients Want

Technology is Changing the Game “The wealth sector is going through a tremendous, fast

shift, not because of regulation or low interest rates, but from customers and their desire for a digitally

enabled experience.”

- Dirk Klee, COO of UBS

Key Trends

Advisor/Client Marketing Campaigns• Tactical Ideas

• Marketing Campaigns

• Action Plans

• Strategy Boot Camps

60+ Campaigns

Client Facing “Tools”

Key Financial Data

Medicare

Cybersecurity Checklist

Retirement Checklist

Special Reports/Lead Magnets

Lead Magnet w/Landing Page, Display Ads, & Lead Nurturing

EmailsSpecial Report or 11-Touch

Email Blast

Client & COI Presentations

Communication Touches Postcards Checklists Articles

Sales Letters Monthly Market Updates Seasonal Emails Referral Letters Prospect Letters

Additional Marketing Resources

Monthly Webinars

AC Monthly Newsletter for Advisors

AC Website

Monthly AC Column on HorsesmouthMarketing Calendar Email Coaching

Killer Marketing Ideas for 2019

1. Position Yourself as a Financial Educator

2. Talk Tax Reform

3. Consider College Planning

4. Informal Monthly Events

5. Improve Your Value Proposition

6. Audit Your Client Service

7. Make Your Website Wow

8. Offer Lead Magnets on Your Website

Source: Hinge

Lead Magnet Landing Page

9. Sprinkle Sign-Ups Across Your Website

10. Go Video

11. Register with Google and Local Online Directories

Source: YelpSource: Yahoo Local

Source: Yellow PagesSource: Google My Business

12. Set Up an Online Appointment Scheduler

13. Offer Online Chat

14. Prospect CPAs

14. Offer Episodic Content I don't know

what to do! Should I roll it over or leave it in the plan? Sigh.

15. Tell Your Story

16. Add Webinars to Your Event Schedule

17. Set the Stage for Your Pitch

Source: Art of Charm

18. Ask Your Clients What They Want

19. Show Up and Engage

Advisor/Client 2019

Buy a Quarter for only $297!(Annual Membership: $997)

60+ Campaigns, Communications, Event

Presentations, Webinars & More

Digital Strategy 2019

Advisor/CPA 2019

Advisor/Client Limited-Time Offer

Buy a Quarter for only $297!(Annual Membership: $997)

60+ Campaigns, Communications, Event

Presentations, Webinars & More

Go to horsesmouth.com/advisorclient

Join Advisor/Client

What Advisors Have to Say

"You are awesome! Thanks for getting

me started on the right roads. I was at so

many crossroads, I just could not figure

out which to take. Now I see pathways to

take. I am very grateful for your help!!"

- D.B., PhD, CFP, CIMA

"I must say that this Advisor/Client

subscription was the best use of my money

over and above anything other investment in

my business I have made. Thank you very all

you efforts. It is truly appreciated."

-- M.S., advisor

"The AC Boot Camp gives me the tools I

need to establish the processes that I've

always known I should be doing, but just

wasn't creative (or organized) enough to

do on my own. I finally had a guide to

put together my marketing pieces."

- G.W, advisor

"I was part of the program at the time my

income was about $200,000 per year.

Today it’s over $2,000,000 and I attribute a

lot of that success to going through the

program. Thank you."

- T.N, advisor

Advisor/Client Limited-Time Offer

Buy a Quarter for only $297!(Annual Membership: $997)

60+ Campaigns, Communications, Event

Presentations, Webinars & More

Go to horsesmouth.com/advisorclient

Kickstart Your 2019 Marketing Plan