Purpose of the Campaign – Market Yourself and Build Your Investment Business
This campaign is designed to help you market yourself and your services and to help you build your investment business in the process.
Do your clients and prospects know exactly what you do? Don’t assume that your network fully understands everything you bring to the table. If you want your network to know exactly what you offer, you have to remind them. And then you have to remind them again. Even long-time clients might not realize the full scope of expertise you provide, so touching base at least annually with clients, centers of influence, and anyone who may provide a referral is important.
Audience
Current clients, centers of influence, friends & family, managed money prospects, and the rest of your network
Campaign Components
Customizable Postcard through CoBrand OnDemand
For new prospects or just as a good reminder to your network, a customizable postcard called Investment Evolution is available through CoBrand OnDemand. You can add your information to the template and then order as many printed copies as you need.
New to CoBrand OnDemand? Log in to the NLGroup website and click the CoBrand link in the left column to learn more and to use the templates.
HTML Email Template
Do you prefer an email campaign? Our Everything Evolves postcard is also available as an html email.
Social Media Content
Extend your campaign to your online presence and supplement your campaign with relevant social posts. The Hearsay Social content library has a large, and constantly growing selection of posts that relate to financial planning, investments, market volatility, etc. To easily find campaign-related posts, filter your search by selecting the “Investment Evolution” tag located on the left column of your Hearsay Dashboard.
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