7 strategiesattractionfs2

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Advisor Success

7 Strategies for Client AttractionQuickly and Consistently.

http://www.maguffinworldwide.com/


Client Attraction is a Game!

• Marketing• Strategy• Niche• Tools• Implementation• Consistency• Support



Marketing

• Create a marketing plan• Core message• Verbal expression• Executive summary• Information – proof• Referrals, networking, direct outreach



“If you don’t get noticed, you don’t have anything. You just have to be noticed. But

getting noticed is an art.”Leo Burnett, Founder of a major ad agency

Step Out of the Pack



Niche

• Who are your ideal clients?• Where do they live/spend time?• What are they worried about?• How are you the solution?• PROVE IT



Strategy

• How will you get in front of the clients you want to attract?

• What methods and tools will you use?



Tools

• Email• Seminars• Public speaking• Teleseminars• “See you on the call”• Publishing- strongest influencer• Consistent engagement in social media

weekly videos on same theme



Implementation

• Get into action• Make the commitment• Put it on the calendar



Consistency

• Setting a regular communication• Same time, same day, same theme• This can be your newsletter, report

and/or a tweet, email etc.• It doesn’t matter what it is

as long as you do it consistently



Linked In

• As a tool to establish expertise• Post relevant comments/posts daily• Become a participant and user of groups- a

power user



Support

• Team• Strategic partners• Coach• Professionals• Client referrals



Interaction Process Overview

Prospects

Strategic PartnersClients

Advisor (Team)

Communication

Value Add

Conversion

Target Market

Client/Resource



Find out more

Zoe Sexton is a bestselling author, branding expert and seasoned veteran of the financial services industry. Her experience includes financial products and services, from marketing communications to sales, portfolio management, client attraction, technical financial writing, white papers, financial advisor and financial planning . She holds an MBA in Strategic Leadership.

Zoe specializes in working with financial services professionals and institutions to develop and expand and extend their brand.

If you would like to get in touch, she can be reached at the number below and via her website.


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