+613 9016 9618 rachel@srscc.com.au
SRSCC
  • Marketing Services for Financial Advisers
  • Professional Speaking
  • About
  • Blog
  • Podcasts
  • Contact
  • Home

Client Engagement is Undergoing a Transition – Financial Adviser Marketing

Home | Marketing | Client Engagement is Undergoing a Transition – Financial Adviser Marketing

08 Feb 2016

Client Engagement is Undergoing a Transition – Financial Adviser Marketing

by Rachel Staggs | in Marketing
Client Engagement is Undergoing a Transition – Financial Adviser Marketing

As we know, today’s buyers are more informed and want to be empowered before they engage with an Adviser. Think about when you wish to buy something. You’ve probably got some recommendations and jumped online to gain further information. Only then, do you decide to take some action; once you are informed and feel empowered.

Once a potential client feels comfortable that you can help solve their problem [and they know this because they have researched your business] will they most likely contact you. Research conducted by SRSCC shows that it can take this step anywhere from a few days to a few years!

Because of these shifts and the power of the web, marketing has had to change too. The diagram below shows the typical steps a prospect may go through before they become engaged with you. You can see, that at every step there is some marketing information to support their decision-making.

14010 SRS Funnel Chart

Financial advice businesses may need to re-think their marketing approach if they are keen to attract new clients to their business. How does your marketing strategy support the diagram above?

A word of warning, though – don’t make things too automated! I believe there is a place for automation of course, but remember, we value information and relationships. Australian’s can sniff an automated marketing campaign a mile off, so make sure you have a good blend of traditional and modern day marketing methods.

If you are looking for a marketing professional to speak at your next PD day or, want further information, please feel free to contact me, I’d be delighted to talk to you. rachel@srscc.com.au

Tagged adviser marketing, client communication, financial adviser marketing, financial planner marketing, financial services markeing, marketing for financial advisers, rachel staggs

About Rachel Staggs

Post navigation

How to Differentiate Your Business
One Gigantic Marketing Tip! – Financial Adviser Marketing

Related Post

Should Financial Advisers Business Develop? Marketing for Financial Advisers

Should Financial Advisers Business Develop? Marketing for Financial Advisers

What Clients Really Buy

Most financial advisers think they are selling advice, actually let me back up there, not many will actually admit that they sell anything, but everyone does to ...

What Did The Barefoot Investor Have To Say About Marketing…….

First let me explain why I interviewed Scott Pape because I received an email from a financial adviser yesterday telling me that Australian advisers don’t like him! ...

LATEST NEWS

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

September 24, 2019
How to Influence Your Ideal Clients – Marketing for Financial Advisers

How to Influence Your Ideal Clients – Marketing for Financial Advisers

September 16, 2019

TESTIMONIAL

Rachel has a very personable manner about her which is very refreshing. I have found Rachel to be very approachable and she has integrated her expertise into our business, it is just like having a specialist marketing manager in house. I would highly recommend Rachel within the Financial Services industry as she understands what it takes to succeed in this very niche industry.
Cameron Forbes / Forbes Financial Planning
© SRSCC 2016
  • Marketing Services for Financial Advisers
  • Professional Speaking
  • About
  • Blog
  • Podcasts
  • Contact
  • Home