Marketing Techniques By Market
Marketing an Investment Services Business
Marketing an investment services business can be a daunting task for new entrepreneurs. But with consumer demand on the rise, marketing skills are becoming increasingly important for investment services business owners and managers.
If it's executed properly, marketing spans the gap between your brand and your audience. If you fail to recognize the primacy of good marketing you'll quickly find your investment services business cut off from the marketplace.
A robust marketing plan cements your company's relationships with customers. With that in mind, it's important to leverage marketing as a path toward better customer engagement in your investment services business's strategic plan.
Competitive Awareness
Competitive awareness is the starting point for creativity in marketing. We appreciate innovative tactics. But when innovation causes you to abandon message streams that are trafficked by similar investment services businesses, you may not have all of the information you need to make an informed marketing decision. At a minimum, we recommend seeking a third-party perspective before you adopt any innovations that dramatically alter your marketing model.
Newsletters
Despite the unrelenting demands of generating content on a monthly or quarterly basis, a company newsletter has promising potential as a marketing device. We've seen a lot of company newsletters over the years, and the best ones use a thought leadership strategy to advance key value propositions and raise the company's profile as a dominant presence in the industry. These days, investment services businesses to distribute newsletters through online channels (e.g. in email campaigns and as PDFs on the company website).
Building A Community Around Your Brand
Does your business have a social media presence? If not, you may be falling behind the rest of the marketplace. Although they invest heavily in other marketing channels, most investment services businesses need to do a better job connecting with their customers. To establish a solid community base, you may want to begin with a direct mail campaign using mailing lists obtained through top-end list providers. Using these lists, you can perform a direct mail initiative to invite prospects to participate in online brand community mechanisms.
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