How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts

As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it.  However, when we learned many of our members were incorporating our checklists and flowcharts into their marketing efforts in unexpected and clever ways, we wrote a blog post about it. 

To build upon the blog post,  we’ve created a flowchart that walks you through how you can harness the marketing power of our checklists and flowcharts. We have designed these resources to do double duty as integral, turnkey marketing assets that support your practice.

(Click to download)

Digital Marketing

Your marketing should help you meet your clients and prospects where they are; increasingly, that’s online. You can amplify your digital presence when you:

• Post resources to critical pages of your website. For example, include the “What Issues Should I Consider Before I Retire” checklist on the page that describes your process.
• Spotlight timely resources – such as “What Issues Should I Consider During A Recession Or Market Correction” – every month in your newsletter.
• Write a blog post or white paper using a specific resource as an outline and adding details and perspective to put a personal spin on the issue.
• Build posts for LinkedIn, Facebook, Twitter, Instagram, and other social platforms using checklist and flowchart images.

Traditional Marketing

While digital marketing can help you reach a more extensive, targeted audience, traditional marketing allows you to make and reinforce meaningful connections with attorneys, accountants, prospects, and clients. Consider using checklists and flowcharts to:

• Introduce a relevant topic or planning concept with your Circle of Influence.
• Share a collection of three or four related resources with every client who has a specific concern, such as retirement.
• Demonstrate that you heard the prospect’s concern — the reason why they called today — and send them the relevant resource with your thoughts.
• Plan a series of micro-engagements, such as sharing the “What Issues Should I Consider Before The End Of The Year” checklist with your clients in October. 

The great news is that you can try any of the ideas that capture your imagination. You can lend your creativity, insight, and thought leadership to our tools, and the result will be uniquely yours.

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