Six End-Of-Year Marketing Initiatives

It’s almost October. That means raking and cooler weather. In business, you are most likely planning on how to boost revenue for the 4th quarter, maximize your 2016 marketing budget, and set yourself up for a successful 2017. It’s a busy time for us.

Over the past 8 years, I’ve had the privilege of helping advisors figure out how to get the best results in the final three months of the year. Here are my top 6 favorite marketing initiatives which have helped our clients finish the year strong:

  1. Email Campaigns
  2. Sending out Letters
  3. Updating Your Website
  4. Client Appreciation Gifts
  5. Google Ad Words
  6. Using SEO and PPC for Effective Online Marketing Strategy

Since many financial advisors run small businesses themselves, they share a lot of the same concerns with all other small businesses in general. Internet marketing is no exception to this trend.

Many advisors look at SEO (Search Engine Optimization) and PPC (Pay-Per-Click) and begin to question as to which one will work the best for them. However, this is similar to a silo mentality. Instead, advisors should be using both tools in conjunction with each other. This combined approach can be very effective in generating business and promoting brand development.

A lot of effort can be spent on online marketing, but as any good financial advisor knows, the proof is in the pudding. You need to see real time results. While SEO and PPC can easily generate traffic when used correctly, a business should still measure and track results against established goals. To measure results, we strongly recommend installing Google Analytics on your website.

For help with you last quarter marketing strategy or for more information on how to set up Google Analytics for your company, contact Tara Grier at 443-308-5200.