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Marketing Plans

Home | Portfolios | Marketing Plans

11 May 2016

Marketing Plans

by Rachel Staggs
Marketing Plans

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.

rachel@srscc.com.au

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Monthly Retainer – your virtual marketing team

Monthly Retainer – your virtual marketing team

Monthly Retainer – your virtual marketing team

Client Satisfaction Surveys

Client Satisfaction Surveys

Online Workshops

Online Workshops

In-house Workshops

In-house Workshops

TESTIMONIAL

I am an avid reader of Risk Info. I wanted to let you know that I really enjoy reading your articles and taking on board you thoughts and ideas. Its good to be reminded of things that I have sometimes taken for granted. In this day and age of compliance, compliance, compliance I have at time forgotten about the art of communicating effectively with a client. You articles are timely practical and enlightening.
Robert Bonifacio / Essential Financial Services
As a result of attending this workshop I have learnt more ideas about how to effectively communicate our value to clients and how to improve the content on our website so it works for us
Karen McKay / Karen McKay
Working with Rachel I learnt how to effectively communicate value with clients, she encouraged me to specialise in areas I am good at, helped me to develop my CVP and taught me how to effectively use social media, thank you
Andrew Maciejewski / A & S Planning
After attending the workshop I now know how to set up a Facebook and LinkedIn account and how to have an internet presence for our business.
Tanya Humpage / Tanya Humpage

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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
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