Hi, can anyone suggest some good marketing ideas for a Financial Adviser, and if possible the costs involved?

Answer 1

Being in a professional service industry, your referrals are going to mostly come by word-of-mouth so you need to network as your main marketing strategy. Make a list of 20 people you know who may be able to refer clients to you and then set up a meeting/lunch/coffee date to talk to them. Take your business cards and brochure if your have one. Tell them what you are doing, who your market is, what you can offer their clients, etc and ask if they are interested in mutually referring clients. Be sure you stay in touch with the people who agree and be sure to send your clients to them too.

When you have a client base you can do the more expensive advertising & marketing if you need to.

Here's a good article geared to lawyers but the same principles should apply to financial advisor.
http://www.atticusonline.com/downloads/PowersABAFall06(1).pdf

Answer 2

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Answer 3

it fairly is my own adventure. the way the economic gadget is on the 2d i would not placed money into any mutual money. As odd as this would sound i in my opinion think of genuine supplies is the final investment. i know you would be able to think of i'm loopy with the way each and every thing is going on the 2d, so permit me clarify. If a individual buys a supplies and makes use of it as a condo supplies then they are going to in long term get thier investment back. a undeniable volume of the investment might count number off once you do taxes. the way the economic gadget is all of us is getting residences forclosed on suitable and left. this would possibly no longer sound good yet whilst one has leases then the people who unfastened thier domicile simply by forclosure will nevertheless choose for a place to stay, as a effect comes the condo residences. The extra bonus is whilst the economic gadget does boost, now you have a great fairness equipped up. The marketplace is a clientele marketplace suitable now and additionally you would be able to get genuine supplies for a lots low value now then some years back. I recommend you do what you elect for, after all it is your money. Do take each and every of the worries in fact until now you deciede what to do, yet undergo in recommendations the incorrect determination would hang-out you if the incorrect determination is made, so bypass with what you sense is ultimate. do no longer bypass off what absolutely everyone else tells you. i need to be incorrect yet i think between the main important investment companies merely those days had a extensive downfall. investment companies for many section provide good suggestion, yet undergo in recommendations they're going to make thier money first until now you spot a dime. good success in what ever determination you're making.

Answer 4

I suggest you contact a few Advertising Agencies and ask them to make a 'pitch' for the contract ..

.. of course if you have just passed your IFA exams (and have decided to go self employed) you might be best advised to contact a few companies that could use your skills on a contract / commission basis = might also be a good idea to sign up to the Temping agencies (HAYS & REED)

Answer 5

1 $ invested in search marketing ads (Google adWords or MNS adCenter or Yahoo! Panama Search Marketing) brings up to 100$ of income (see Business 2.0, June 2007).

Answer 6

I agree that most of your business will be referrals... and hopefully repeat, continued clients. Your reputation will be the thing that determines your success in this field.

Try the Guerrilla Marketing books. They give pretty good starting ideas for a grass-roots style marketing campaign. There is even one that has free ideas! http://www.amazon.com/Guerrilla-Marketing-New-Millennium-Lessons/dp/1933596074/ref=pd_bbs_sr_3/105-0413690-2549209?ie=UTF8&s=books&qid=1181950461&sr=8-3

I wish you much success!