Tools -
Market Your Financial Practice
You've built a successful advisory practice, yet marketing has always been one of the more challenging aspects of your business. You've done some advertising and you hold client events, but you know you could be doing so much more to tell your story and attract new prospects. You just don't have time to both run a firm and serve as its marketing director, and you don't have ability to hire full-time staff or an ad agency. What are you going to do?
With the awareness that not all financial advisors and financial advisory practices have the budget to hire marketing coaches, ActiFi, together with its partner, Professional Services Marketing, created Market Your Financial Practice, a "do-it-yourself" virtual marketing consultant. MYFP is a stand-alone subscription program that closely replicates the experience of working with a marketing coach/consultant while providing access to content 24 hours a day, seven days a week.
Because MYFP contains hundreds of tools created by service marketing professionals, it is the perfect complement to a firm that has someone who can dedicate part of their day to marketing. MYFP offers personalized advice and encouragement during each phase of the marketing process, and it provides access to a comprehensive array of marketing tools, resources, and marketing ideas.
NOTE: For those who prefer having someone to do the work for them, Market Your Financial Practice (MYFP) is also used in conjunction with a marketing coach via ActiFi's MarketingPro service.
Market Your Financial Practice for Individual Advisory Firms
Just Some of What You Get with a Market Your Financial Practice Subscription:
-
Implement Your Plan – There are 17 implementation modules covering the core aspects of marketing for financial advisors. Complete these modules one at a time, or pull components of them into your broader marketing plan.
-
Measure Your Results – Measure the impact and return on investment of the marketing activities you choose to pursue. Track your progress using MYFP's Tools and Tips and Measurement Tools.
-
Personal Marketing Folder – Securely
save every assessment you complete, every marketing plan you develop, and any tools, tips or checklists you choose for easy access by anyone in your firm. You can even create notes for yourself as you use the site, and save those notes for easy retrieval.
-
Add an Activity – Build your action plan by creating specific tasks with action steps, timelines, and projected costs. You
can even have Your Virtual Marketing Coach e-mail you about upcoming deadlines by using the “Remind Me” feature.
-
Master Activity Report – All of the action steps are organized in the Master Activity Report, and completed tasks are saved in the Completed Projects Report. At a glance, you can know what marketing strategies and tactics people in your firm are implementing.
-
Contact Manager – For smaller firms without a CRM system, MYFP lets you integrate all of your marketing contacts (clients, contacts, referrals) in one place.
-
Marketing Materials – Download templates to create your own business cards, letterhead, envelopes, brochures and more.
-
Discussion Board – Post questions and suggestions to the MYFP Discussion Board and learn what others are doing.
-
Ask a Marketing Question – Stumped? Curious? Ask a question, and Your Virtual Marketing Coach will answer by the
end of the next business day – usually sooner.
|
MYFP Marketing Tools Section - Click to Enlarge |
MYFP Brand Assessment - Click to Enlarge
|
MYFP PR Planning Tool - Click to Enlarge
|
Marketing is not easy. That's why MYFP comes with free Web-Based Orientation Sessions, including online training to ensure you get the most out of your subscription. In addition, MYFP is constantly adding new tools and relevant content to give you everything you need. Finally, every tool, tip, checklist or template has a print-friendly option for those who prefer to do their reading offline. To learn more about MYFP, visit the MYFP Frequently Asked Questions area.
Ready to sign up for Market Your Financial Practice? Join online today.
Market Your Financial Practice for Financial Institutions
Ask your advisor clients where they need help running their business, and marketing (or an area that relies on marketing, such as finding new clients or retaining existing clients) is sure to be at the top of the list. That's why many financial institutions invest large sums of money creating a best-practice library of marketing content that they share with their advisors. Unfortunately, there's a large gap between reading an article on effective public relations and actually implementing an effective PR program. That's where Market Your Financial Practice can help.
Virtual Marketing Coaching for Your Clients
-
Market Your Financial Practice can be completely configured with your institution's brand and content. You've already invested in creating best-practice marketing material. Now leverage MYFP to deliver your content intuitively and interactively.
-
MYFP content is mainly strategic, as opposed to being a tool that produces actual marketing pieces. Thus, only limited involvement by compliance is required. Where there are tactical pieces, you can use your existing compliance-approved content to ensure that your clients access the latest marketing material.
-
Most products offered by financial institutions to their advisor clients are one-time programs. MYFP is a tool your clients will use, and use often over time.
-
Foster open communication with your advisor clients. Leverage MYFP to review your client plans, provide suggestions, and use your experience to provide value.
|
MYFP Marketing Tools Section - Click to Enlarge
|
MYFP Virtual Marketing Coach- Click to Enlarge |
Note that ActiFi has existing, exclusive Market Your Financial Practice Agreements for different areas of the financial services vertical. To see if MYFP is available to your financial institution and for more information, contact ActiFi today.
