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Pump Up Your Marketing

March 31, 2022
Marketing

We often recommend using fpPathfinder to enhance your marketing efforts. While there can be as many marketing ideas as advisors, you may find a nugget or two in the Pump Up Your Marketing webinar recording. 

A high-level overview of what you can expect to learn from the webinar follows.

The Importance Of Specific & Measurable Goals

When your goals are specific and measurable, you can implement focused marketing tactics. The example in the Pump Up Your Marketing webinar re-envisions the general  “I want to grow my prospect list” goal as “Have actionable conversations with 20 leads who have equity compensation packages.”  When your goals are specific to what you want to achieve, you’ll have a clear marketing direction, and you’ll know how you’ll evaluate your success. The webinar provides other examples, which tie with the following marketing tactics.  

Gated Content

Gated content is a marketing tactic that invites a person to exchange information (like an email address) for the valuable information you have to offer. Checklists and flowcharts make for ideal content to offer as “bonus material.” When you watch the webinar, you learn how to implement gated content and some tips for quickly finding the right content for your audience. 

Collateral

Collateral is low tech and high impact, which helps make this easy (and fun) to implement. As a marketing tactic, using collateral with your Centers of Influence can prove an effective way to earn that qualified referral. Listen to the webinar for the whole, simple idea that can make a big difference. 

Thought Leadership

Thought leadership can take a little more time to fully realize than the gated content or collateral tactics. In addition to defining your audience, you will build relationships with reporters, podcasters, video hosts, and professional organizations. Take time to plan how to build your credibility among those you want to serve, and then begin creating. Listen to the Pump Up Your Marketing webinar if you’re becoming a thought leader is a marketing tactic you want to implement. You’re sure to find some good information. 

Deluxe & Premier Membership

If you want to add some muscle to your marketing, either Deluxe or Premier membership will help you accomplish that. Essentials members can upgrade by going to their Account Settings page. Then select Upgrade / Change and choose the level that moves you closer to your goals.

If you’re not yet a member, visit the Become A Member page and choose the membership level that’s right for you. Should you prefer a more personal touch, register for a live demonstration with our team and have all of your questions answered on the spot. 

Pump up your marketing fpPathfinder

 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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