Marketing and Mentoring
As discussed in our introductory video, most advisors have multiple marketing platforms only to have them fail for one reason or another.
One main reason most marketing platforms fail is due to the lack of support from the firm offering the platform. We believe it’s not enough to help an advisor design a postcard to mail out or provide a PowerPoint presentation for a dinner seminar.
It was because of the shortcomings of what’s currently in the marketplace that we decided to start Proven Marketing Strategies.
As you will find out when you read the content on this site, we offer all the typical marketing support that most marketing firms offer (logos, brochures, websites, videos, etc.).
The difference between what we offer and what others offer is that our content has been proven to work over time by many advisors (your peers). Reinventing the wheel (creating a unique offering/content) for every advisor isn’t impossible, but it’s simply not feasible or practical.
Would you rather have a marketing firm come up with unique content that has never been tested to work? Or would you rather be given personally branded content that your peers have proven to work over time?
While we can help you create your own unique content, we believe the best way to start making sales now is to use content that others in your field have proven to work.
Using personalized content (brochures, websites, videos, etc.) will work to help advisors make more sales. However, most advisors don’t just want to bring on a handful of new clients each year, they want to bring on a significant amount of new clients each year (starting right now!).
The best way to start bringing on a significant amount of new clients each year is to have a mentor who can truly teach you how to use your new branding and marketing platform.
That’s exactly what we bring to the table with our two proven marketing strategies.
Proven strategy #1 will help the average advisor bring in $2-4 million of new AUM (Assets under Management) each year and for the above-average advisor $10+ million in AUM each year.
Proven strategy #2 will help the average advisor increase their FIA sales by $3-5 million a year and the good advisors by over $12 million a year.
It is our opinion that advisors should be using both proven strategies #1 and #2 if their goal is to maximize their annual earning potential.
If you are ready to transform your business over the next 12-24 months to one that should easily double or even triple your current income, please click here to contact our office for more information.