SlideShare a Scribd company logo
1 of 34
Download to read 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 /
Market During Crisis: Financial Advisor Guide

More Related Content

What's hot

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
 

What's hot (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
 

Similar to Market During Crisis: Financial Advisor Guide

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
 

Similar to Market During Crisis: Financial Advisor Guide (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
 

More from 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
 

More from 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
 

Recently uploaded

Unraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptxUnraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptxelizabethella096
 
Call Us ➥9654467111▻Call Girls In Delhi NCR
Call Us ➥9654467111▻Call Girls In Delhi NCRCall Us ➥9654467111▻Call Girls In Delhi NCR
Call Us ➥9654467111▻Call Girls In Delhi NCRSapana Sha
 
Labour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptxLabour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptxelizabethella096
 
Kraft Mac and Cheese campaign presentation
Kraft Mac and Cheese campaign presentationKraft Mac and Cheese campaign presentation
Kraft Mac and Cheese campaign presentationtbatkhuu1
 
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceAvoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceDamien ROBERT
 
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
 
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
 
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort Service
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort ServiceEnjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort Service
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort ServiceDelhi Call girls
 
April 2024 - VBOUT Partners Meeting Group
April 2024 - VBOUT Partners Meeting GroupApril 2024 - VBOUT Partners Meeting Group
April 2024 - VBOUT Partners Meeting GroupVbout.com
 
Factors-Influencing-Branding-Strategies.pptx
Factors-Influencing-Branding-Strategies.pptxFactors-Influencing-Branding-Strategies.pptx
Factors-Influencing-Branding-Strategies.pptxVikasTiwari846641
 
Branding strategies of new company .pptx
Branding strategies of new company .pptxBranding strategies of new company .pptx
Branding strategies of new company .pptxVikasTiwari846641
 
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...ChesterYang6
 
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessBrighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessVarn
 
BLOOM_April2024. Balmer Lawrie Online Monthly Bulletin
BLOOM_April2024. Balmer Lawrie Online Monthly BulletinBLOOM_April2024. Balmer Lawrie Online Monthly Bulletin
BLOOM_April2024. Balmer Lawrie Online Monthly BulletinBalmerLawrie
 
GreenSEO April 2024: Join the Green Web Revolution
GreenSEO April 2024: Join the Green Web RevolutionGreenSEO April 2024: Join the Green Web Revolution
GreenSEO April 2024: Join the Green Web RevolutionWilliam Barnes
 
Local SEO Domination: Put your business at the forefront of local searches!
Local SEO Domination:  Put your business at the forefront of local searches!Local SEO Domination:  Put your business at the forefront of local searches!
Local SEO Domination: Put your business at the forefront of local searches!dstvtechnician
 
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...aditipandeya
 

Recently uploaded (20)

Generative AI Master Class - Generative AI, Unleash Creative Opportunity - Pe...
Generative AI Master Class - Generative AI, Unleash Creative Opportunity - Pe...Generative AI Master Class - Generative AI, Unleash Creative Opportunity - Pe...
Generative AI Master Class - Generative AI, Unleash Creative Opportunity - Pe...
 
Unraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptxUnraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptx
 
Call Us ➥9654467111▻Call Girls In Delhi NCR
Call Us ➥9654467111▻Call Girls In Delhi NCRCall Us ➥9654467111▻Call Girls In Delhi NCR
Call Us ➥9654467111▻Call Girls In Delhi NCR
 
Labour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptxLabour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptx
 
Kraft Mac and Cheese campaign presentation
Kraft Mac and Cheese campaign presentationKraft Mac and Cheese campaign presentation
Kraft Mac and Cheese campaign presentation
 
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG complianceAvoid the 2025 web accessibility rush: do not fear WCAG compliance
Avoid the 2025 web accessibility rush: do not fear WCAG compliance
 
Brand Strategy Master Class - Juntae DeLane
Brand Strategy Master Class - Juntae DeLaneBrand Strategy Master Class - Juntae DeLane
Brand Strategy Master Class - Juntae DeLane
 
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
 
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
 
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort Service
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort ServiceEnjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort Service
Enjoy Night⚡Call Girls Dlf City Phase 4 Gurgaon >༒8448380779 Escort Service
 
April 2024 - VBOUT Partners Meeting Group
April 2024 - VBOUT Partners Meeting GroupApril 2024 - VBOUT Partners Meeting Group
April 2024 - VBOUT Partners Meeting Group
 
Factors-Influencing-Branding-Strategies.pptx
Factors-Influencing-Branding-Strategies.pptxFactors-Influencing-Branding-Strategies.pptx
Factors-Influencing-Branding-Strategies.pptx
 
Branding strategies of new company .pptx
Branding strategies of new company .pptxBranding strategies of new company .pptx
Branding strategies of new company .pptx
 
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
Netflix Ads The Game Changer in Video Ads – Who Needs YouTube.pptx (Chester Y...
 
Foundation First - Why Your Website and Content Matters - David Pisarek
Foundation First - Why Your Website and Content Matters - David PisarekFoundation First - Why Your Website and Content Matters - David Pisarek
Foundation First - Why Your Website and Content Matters - David Pisarek
 
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO SuccessBrighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
Brighton SEO April 2024 - The Good, the Bad & the Ugly of SEO Success
 
BLOOM_April2024. Balmer Lawrie Online Monthly Bulletin
BLOOM_April2024. Balmer Lawrie Online Monthly BulletinBLOOM_April2024. Balmer Lawrie Online Monthly Bulletin
BLOOM_April2024. Balmer Lawrie Online Monthly Bulletin
 
GreenSEO April 2024: Join the Green Web Revolution
GreenSEO April 2024: Join the Green Web RevolutionGreenSEO April 2024: Join the Green Web Revolution
GreenSEO April 2024: Join the Green Web Revolution
 
Local SEO Domination: Put your business at the forefront of local searches!
Local SEO Domination:  Put your business at the forefront of local searches!Local SEO Domination:  Put your business at the forefront of local searches!
Local SEO Domination: Put your business at the forefront of local searches!
 
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
VIP 7001035870 Find & Meet Hyderabad Call Girls Film Nagar high-profile Call ...
 

Market During Crisis: Financial Advisor Guide

  • 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 /