Please Don’t be Complacent – Marketing for Financial Advisers

Have you noticed how your and our clients expectations have risen over the years? We expect call backs within 24-48 hours; we expect solutions that will work faster than they used to, in fact, we expect better of everything everywhere nowadays. Perhaps we should, that’s a discussion for another post. Today I want to highlight that by being complacent, i.e., not changing, evolving and adapting to new ideas can be costing you, your staff and your clients.

I always say everyone is busy; it’s an epidemic, no-one has time to waste so your ability to be in constant contact with your clients in a manner that suits them, and their lifestyle is paramount.

The level of service and professionalism that a client experiences in your office, they expect to experience everywhere else that you might interact with them. For example, your newsletter, social media pages and other online communication channels.

I spoke to a senior manager of [I’ll say association] the other day who is still reluctant to allow his team to embrace social media; he doesn’t like change. I understand that change can be hard to swallow sometimes but not changing and adapting can lead to complacency, and once complacency sets in it’s hard to shift it.

Marketing and clients expectations have changed; they have evolved, your business should too.

I would like to suggest an exercise for you [and your team, if you have one, ] to conduct to help you embrace modern marketing ideas and not become complacent.

Put some time aside [yes I know time is valuable!], perhaps go to a different location and brainstorm and share ideas that you could implement into your business that will delight your clients.

There are literally hundreds of ideas that you can come up with. Think about experiences you have had and ask yourselves, ‘how can we manifest that into our business?’ For example, if you buy something online nowadays, you can track its delivery, and it usually comes wrapped up beautifully too – it’s delightful and puts a smile on your face – there will sometimes even be a freebie in there too – everyone loves a freebie!

Please, don’t become complacent.

If you need any help shifting your complacency or using modern day marketing techniques that will work, please feel free to contact me rachel@srscc.com.au