1. Top Tips for Financial Marketing
Success
Brought to you by leading
London Marketing Agency
Only Marketing

2. Financial marketers may not be flavour of the month at the
moment. But that should not stop you from picking yourself
(and your reputation) up off the floor.
There is still business out there to be won and never has it been
more competitive in the financial and investment markets.
Everyone is looking for financial expertise and as a financial
marketer it is your job to make sure it is your expertise your
potential clients turn to.
So how exactly do you go about this? Here is a run-down of the 5
most important factors to consider when marketing your
business in the financial world.
Financial Marketing

3. Whether you offer savvy online services to engage and interact with your
customer-base, or are more inclined to do the leg work necessary it is
important you are noticed as the trailblazers for your financial industry.
Firstly, whether you are either of these, it is important to evaluate your
website and judge whether it is the kind of site that makes you stand out,
shows off your knowledge and skills or quite simply makes you look like
professional and trustworthy.
It is your digital business card. Avoid biased or inaccurately researched
content – you don’t know who you might offend.
Between 80% and 90% of business CEO’s or decision-makers will research a
financial marketing firm online. A further 30% will research you – using
various social media platforms.
Not having the right website or online presence might destroy your
marketing practices before you even begin!
Get the word-out.

4. If simply getting the word out is not gaining any meaningful leads consider the
prospect of reaching out to them in a personal but formal manner.
Visit seminars, attend fund-raisers, or become more engaged in community aspects –
you never know who may be there.
Public Relations, as already mentioned, are not exactly a financial marketer’s friend at
the moment.
However, by showing you have the expertise, experience and skills in ‘how the world
sees you’ you can work on a controlled PR strategy to leave your client shining in an
otherwise hostile industry.
Engaging with your audience through various social media channels may have the
added bonus of showing your human side; your ability to interact with people at all
levels.
Produce an e-newsletter to your clients and potential customers. Start blogging too.
Customers and consumers love to read about industry and gain any tips they can to
future projections.
Engage with your audience

5. Start a concentrated and focused e-mail marketing campaign and offer tips
and industry insights.
A consistent and newsworthy email campaign is the best.
Compile a list of email content for a 6 month period and periodically release.
Be sure to research your customer preferences, according to a recent
survey, 32% of affluent investors prefer weekly emails and 37% prefer a
monthly email.
Also, the day of week and time of day is important too. Historically, morning
emails have been the most popular and received the most click-through
rates.
Get to know your customers preferences to avoid them switching off.
Information free of charge keeps your audience engaged and looking to
your next release.
Focus your email campaign

6. By becoming a recognised industry expert in your field you have the opportunity to
reach thousands, if not millions of people.
The most popular exposure medium is still and probably will always be television.
People are more engaged by video and there is no better exposure than a TV
appearance.
Start by reaching out to local media in your region or country. If you have done your
homework and researched your interview area well you will soon be contacted by
national media, or at least placed on their contacts list for a future date.
Media training is well worth investing in for this. The way you come across and the
things you say could well keep your phone ringing off the hook in the near future, or
leave you crawling for cover from the media spotlight.
Make sure you tell the world about your exposure too, keeping it to yourself won’t do
you any favours.
Look for any kind of exposure
opportunities

7. Finally, it is important to keep your financial marketing
strategy small, concise and flexible.
There is no point in constructing a plan with hundreds of
pages that offers no scope to adapting market conditions.
This is especially true for financial marketing, the markets
are shifting constantly. Keep a rough but detailed plan to
hand where at strategy meetings it can be reviewed in 10
minutes and changed accordingly.
Constantly measure results to have a basis for conducting
your next step. This is useful to evaluate whether some
steps should be repeated or changed in the future.
Review your options