At SRS Coaching and Consulting (SRSCC), we understand how busy financial advisers are juggling clients, compliance, staff and the everyday tasks that a Financial Adviser has to do which doesn’t leave much time and resources to focus on marketing. That is where we, SRSCC, can help.
We specialise in marketing for financial advisers and offer a range of services, including the development of tailored marketing plans, management of your digital marketing [your social media and email marketing] online workshops, in-house seminars, professional speaking, client satisfaction surveys, and a monthly retainer service [the implementation!]. After more than ten years spent in financial adviser marketing at SRSCC, we know what works and are dedicated to achieving the highest return on investment for your marketing spend.
Marketing plans
Having the right marketing plan in place is crucial for growing your business. With our marketing expertise and knowledge of financial services, we can create a tailored marketing plan for your business.
We have tried and proven strategies and tactics for marketing that we will incorporate and work with you to increase your client base.
Attracting professional referral partners is also integral to your marketing plan, as well as finding the right clients, which are two different markets. We’ll develop multiple strategies for you to target both of these effectively.
Your marketing strategy will include (but is not limited to) these target areas:
• Website review
• Website re-design
• Client engagement
• Digital strategy
• Social media strategy
• Content marketing
• Email marketing
• Branding
• Referral program
• Client surveys
• Corporate social responsibility.
Contact our team to discuss developing your individually customised marketing plan today.
Contact us today and find out how quickly we can develop your tailor made marketing plan.
