SlideShare a Scribd company logo
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 /
How to Market During a Crisis for Financial Advisors

More Related Content

What's hot

My portfolio
My portfolioMy portfolio
My portfolio
CharylLabis
 
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 Scale
eMarketing Solutions
 
Monitoring & Analysis of Social Media
Monitoring & Analysis of  Social MediaMonitoring & Analysis of  Social Media
Monitoring & Analysis of Social Media
Gregory Birgfeld
 
Lisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing LessonsLisa Shininger: Digital Marketing Lessons
Lisa Shininger: Digital Marketing Lessons
Lisa Shininger
 
AWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy LectureAWARD School Brisbane - Strategy Lecture
AWARD School Brisbane - Strategy Lecture
JonSharesSlides
 
El marketing ha muerto
El marketing ha muertoEl marketing ha muerto
El marketing ha muerto
Venta Inteligente
 
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
TINT
 
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
 
Give The People What They Want"
Give The People What They Want"Give The People What They Want"
Give The People What They Want"
Gathan D. Borden, MBA, CHDM
 
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
ComBridges
 
Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01Fuel Retailers Association - Action Now 01
Fuel Retailers Association - Action Now 01
Mike 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 Commerce
Pamela Herrmann
 
Social Media and the Job Hunt
Social Media and the Job HuntSocial Media and the Job Hunt
Social Media and the Job Hunt
John J Nosal
 
marketing services
marketing servicesmarketing services
marketing services
wahb ibraheem
 
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
ConvergeSouth
 
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 KNOW
Samit Patel
 
Mapan projek akhir
Mapan projek akhirMapan projek akhir
Mapan projek akhir
muazjabbal
 

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 How to Market During a Crisis for Financial Advisors

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 it
Claire 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 new
Claire 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 Marketing
Claire 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 Programs
JP 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 - Marketing
PitchSkills
 
#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
Kate 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
 
Spring cleaning workbook 2018
Spring cleaning workbook 2018Spring cleaning workbook 2018
Spring cleaning workbook 2018
Ted Creighton, P.Eng, MBA
 
Test quick, build smart, be awesome
Test quick, build smart, be awesomeTest quick, build smart, be awesome
Test quick, build smart, be awesome
WP&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 Guide
Gokul 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 empresarial
Jorge Edgar Mora Reyes
 
Lucida YBF Lunch and Learn
Lucida YBF Lunch and LearnLucida YBF Lunch and Learn
Lucida YBF Lunch and Learn
lucidacontent
 

Similar to How to Market During a Crisis for Financial Advisors (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 Niches
Claire 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.pptx
Claire 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 proposition
Claire 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 advisors
Claire 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 RIA
Claire Akin, MBA
 
Marketing in a Crisis Checklist
Marketing in a Crisis ChecklistMarketing in a Crisis Checklist
Marketing in a Crisis Checklist
Claire 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 Webinar
Claire Akin, MBA
 
The Ultimate Monstera Webinar
The Ultimate Monstera WebinarThe Ultimate Monstera Webinar
The Ultimate Monstera Webinar
Claire 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 Help
Claire Akin, MBA
 
New Website Options for Financial Advisors
New Website Options for Financial AdvisorsNew Website Options for Financial Advisors
New Website Options for Financial Advisors
Claire Akin, MBA
 
Fiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 WebinarFiddle Leaf Fig Care 101 Webinar
Fiddle Leaf Fig Care 101 Webinar
Claire Akin, MBA
 
Website Copywriting for Financial Advisors
Website Copywriting for Financial AdvisorsWebsite Copywriting for Financial Advisors
Website Copywriting for Financial Advisors
Claire 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

The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny LeibrandtThe New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
Digital Marketing Trends - Experts Insights on How
Digital Marketing Trends - Experts Insights on HowDigital Marketing Trends - Experts Insights on How
Core Web Vitals SEO Workshop - improve your performance [pdf]
Core Web Vitals SEO Workshop - improve your performance [pdf]Core Web Vitals SEO Workshop - improve your performance [pdf]
Core Web Vitals SEO Workshop - improve your performance [pdf]
Peter Mead
 
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_VersionThe_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
AmirYakdi
 
May 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group SessionMay 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group Session
Vbout.com
 
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysMastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
Search Engine Journal
 
Search Engine Marketing - Competitor and Keyword research
Search Engine Marketing  - Competitor and Keyword researchSearch Engine Marketing  - Competitor and Keyword research
Search Engine Marketing - Competitor and Keyword research
ETMARK ACADEMY
 
Coca Cola Branding Strategy and strategic marketing plan
Coca Cola Branding Strategy and strategic marketing planCoca Cola Branding Strategy and strategic marketing plan
Coca Cola Branding Strategy and strategic marketing plan
Maswer Ali
 
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly BulletinBLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BalmerLawrie
 
Monthly Social Media News Update May 2024
Monthly Social Media News Update May 2024Monthly Social Media News Update May 2024
Monthly Social Media News Update May 2024
Andy Lambert
 
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman,  Wiideman Consulting GroupSEO Master Class - Steve Wiideman,  Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
Digital Money Maker Club – von Gunnar Kessler digital.
Digital Money Maker Club – von Gunnar Kessler digital.Digital Money Maker Club – von Gunnar Kessler digital.
Digital Money Maker Club – von Gunnar Kessler digital.
focsh890
 
15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling
Aatir Abdul Rauf
 
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
levuag
 
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
Digital Marketing Trends - Experts Insights on How to Gain a Competitive EdgeDigital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
Marketing as a Primary Revenue Driver - Lee Levitt
Marketing as a Primary Revenue Driver - Lee LevittMarketing as a Primary Revenue Driver - Lee Levitt
A Guide to UK Top Search Engine Optimization
A Guide to UK Top Search Engine OptimizationA Guide to UK Top Search Engine Optimization
A Guide to UK Top Search Engine Optimization
Brand Highlighters
 
Generative AI - Unleash Creative Opportunity - Peter Weltman
Generative AI - Unleash Creative Opportunity - Peter WeltmanGenerative AI - Unleash Creative Opportunity - Peter Weltman
Generative AI - Unleash Creative Opportunity - Peter Weltman
DigiMarCon - Digital Marketing, Media and Advertising Conferences & Exhibitions
 
FullSail: HOF - Presentation Phil Pallen
FullSail: HOF - Presentation Phil PallenFullSail: HOF - Presentation Phil Pallen
FullSail: HOF - Presentation Phil Pallen
travisomalana
 

Recently uploaded (20)

The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny LeibrandtThe New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
The New Era Of SEO - How AI Has Changed SEO Forever - Danny Leibrandt
 
Digital Marketing Trends - Experts Insights on How
Digital Marketing Trends - Experts Insights on HowDigital Marketing Trends - Experts Insights on How
Digital Marketing Trends - Experts Insights on How
 
Core Web Vitals SEO Workshop - improve your performance [pdf]
Core Web Vitals SEO Workshop - improve your performance [pdf]Core Web Vitals SEO Workshop - improve your performance [pdf]
Core Web Vitals SEO Workshop - improve your performance [pdf]
 
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_VersionThe_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
The_Canvas_of_Creative_Mastery_Newsletter_May_2024_Version
 
May 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group SessionMay 2024 - VBOUT Partners Meeting Group Session
May 2024 - VBOUT Partners Meeting Group Session
 
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysMastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User Journeys
 
Search Engine Marketing - Competitor and Keyword research
Search Engine Marketing  - Competitor and Keyword researchSearch Engine Marketing  - Competitor and Keyword research
Search Engine Marketing - Competitor and Keyword research
 
Coca Cola Branding Strategy and strategic marketing plan
Coca Cola Branding Strategy and strategic marketing planCoca Cola Branding Strategy and strategic marketing plan
Coca Cola Branding Strategy and strategic marketing plan
 
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly BulletinBLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
BLOOM_May2024 (r). Balmer Lawrie Online Monthly Bulletin
 
Monthly Social Media News Update May 2024
Monthly Social Media News Update May 2024Monthly Social Media News Update May 2024
Monthly Social Media News Update May 2024
 
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
Your Path to Profits - The Game-Changing Power of a Marketing OS for Your Bus...
 
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman,  Wiideman Consulting GroupSEO Master Class - Steve Wiideman,  Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
 
Digital Money Maker Club – von Gunnar Kessler digital.
Digital Money Maker Club – von Gunnar Kessler digital.Digital Money Maker Club – von Gunnar Kessler digital.
Digital Money Maker Club – von Gunnar Kessler digital.
 
15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling15 ideas and frameworks on the art of storytelling
15 ideas and frameworks on the art of storytelling
 
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
20221005110010_633d63baa84f6_learn___week_3_ch._5.pdf
 
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
Digital Marketing Trends - Experts Insights on How to Gain a Competitive EdgeDigital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
Digital Marketing Trends - Experts Insights on How to Gain a Competitive Edge
 
Marketing as a Primary Revenue Driver - Lee Levitt
Marketing as a Primary Revenue Driver - Lee LevittMarketing as a Primary Revenue Driver - Lee Levitt
Marketing as a Primary Revenue Driver - Lee Levitt
 
A Guide to UK Top Search Engine Optimization
A Guide to UK Top Search Engine OptimizationA Guide to UK Top Search Engine Optimization
A Guide to UK Top Search Engine Optimization
 
Generative AI - Unleash Creative Opportunity - Peter Weltman
Generative AI - Unleash Creative Opportunity - Peter WeltmanGenerative AI - Unleash Creative Opportunity - Peter Weltman
Generative AI - Unleash Creative Opportunity - Peter Weltman
 
FullSail: HOF - Presentation Phil Pallen
FullSail: HOF - Presentation Phil PallenFullSail: HOF - Presentation Phil Pallen
FullSail: HOF - Presentation Phil Pallen
 

How to Market During a Crisis for Financial Advisors

  • 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 /