8 strategies to jump-start your 2016 sales
Let’s face it: the rubber really hits the road when marketing delivers sales opportunity.
A full calendar of prospects and current client reviews is the primary driving force that creates sustained momentum and a consistently healthy bank balance. It also drives your professional mission to actually help more people – instead of wasting hours looking for more people to help. Each of the following ideas have been used with great success by my audiences and coaching groups over the last few years.
1. Use Facebook for marketing. Take a “selfie” with your clients and their documented financial plan/strategy and encourage them to write a post with this key phrase: “Just completed an amazing comprehensive strategy/plan with our advisor (insert name). He/she has brought harmony, focus, clarity and control to our financial future and we cannot recommend him/her more highly. If you haven’t been getting the service you deserve and have felt neglected by your current advisor, spend 30 minutes with (insert name) exchanging some ideas. You’ll be thrilled you did!”
Ask your client to TAG YOU IN. Watch the comments and jump all over the emerging opportunities.
2. Go take a picture of a smoker grill at Home Depot. Email your clients the pic. “I picked up 10 smokers for my clients for summer barbeque fun. Put me in the room with four couples in the next four weeks and I’ll not only deliver your gift, but also sponsor a smoker party – you get to invite six couples and I bring the meats and salads. And, a recipe book for each guest!”
If you are paranoid about compliance issues or blowing out the “gift giving” rules of your state, have a metal plate with your name and logo riveted to the smoker. That makes it an advertising piece.
3. Sponsor a gourmet evening for charity. Your top client opens their (big) home. You bring the students from the local catering school to handle delicious appetizers. A local wine distributor rep handles the wine tasting. Guests bring a trunk-load of non-perishable food items for the local food bank so the event generates a meaningful donation. Give away an estate directory, financial book or DVD at the beginning of the evening, and mingle your way to a record month thereafter.
4. Partner with professional associations to give away a Financial Resources Toolkit at their next professional development day/study group/chapter meeting. Where else can you meet 15-25 Vets, Cardiologists, or Dentists in one room at the same time?
Captivate their imagination with disturbing and intriguing science and math, hand them the right value-adding planning tools and watch your calendar overflow with opportunity. And, WOW them with your 15-minute, “handover speech” of the exact items that will encourage every one of them to want to meet with you without delay – regardless of any current relationship they may have with an agent/advisor.
• Any ideas on this list you may try out? Other ideas of your own to share? Please comment on this new thread: 8 strategies to jump-start prospecting and referrals
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