The document lists various marketing and business development strategies including direct mail, telemarketing, public relations, social media, advertising, website development, mobile apps, event planning, email marketing, logo design, outreach, print brochures, technical writing, blogging, budgeting, webinars, analytics, sponsorships, client relationship management, lead qualifying, branding, and community. It discusses using both outbound and inbound marketing to raise awareness and gain trust. It also notes that nurturing leads may require technology like CRM and marketing automation depending on firm size, and that community leadership is beneficial.

3. Direct Mail
Telemarketing
Public Relations
Social Media
Advertising
Website
Development
 Mobile Apps
 Event Planning
 Email Marketing
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Logo Design
Outreach
Print Brochures
 Technical Writing
Blogging
 Budgeting
Webinars
 Analytics
Sponsorships
Client Relationship
Management
 Lead qualifying
 Branding
 Community
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Using outbound marketing (traditional) to raise
awareness of your business and brand

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Using inbound marketing to gain trust and strengthen your brand’s
reputation as a knowledgeable source for financial management and
advice

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Nurturing leads and referral sources with inbound marketing lists may
require technology such as CRM, Marketing Automation, etc. (technology
needs will depend on the size of the firm). Leadership in community
outreach groups is also very beneficial to this step.

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13. Just
keep in
mind
T a
o
successful
marketing
strategy…

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