Uncovering marketing blind spots for financial advisors.
Personalized - effective - Sustainable
Are You Marketing Your Firm Blindfolded?
Are you so consumed with the day to day you can’t think about marketing your firm?
Would you like to nurture your relationship with ALL your clients, not just the 20% that take up 80% of your time?
Do you have ideas of WHAT you want to do with your marketing, but don’t know HOW to get it done?
Does the idea of finding new leads feel like a distraction?
“I have tried multiple marketing solutions over the years. Tim’s counsel, expertise and commitment to execution have been by far the best I have experienced in my 25+ years in this industry.”
Jeff Blaser CFP®, CMT
Blaser Investment Management Group, Burlington, NC
Common Marketing
Blindspots
A monthly or quarterly newsletter is enough - Canned content is good enough - Video is too complicated and time-consuming -
Email is dead...it’s all about social media - I don’t need marketing, I only focus on clients and referrals -
I’m not big enough for marketing - I’m too busy.
“Before working with Discover Blind Spots we had no marketing plan or consistent communication to clients. Mostly our actions were “off the cuff.” Now we have a plan. We work with Tim and the team to create the content and they take care of the rest. The response from our clients has been phenomenal! Clients have expressed their appreciation for hearing more consistently from us through email and video and it has proven to engage our clients more with new conversations.”
Kelsey D. Plummer CFP®, Financial Advisor
Pursuit Wealth Strategies, Raleigh, NC
AN EFFECTIVE, SUSTAINABLE
MARKETING PLAN
A state-of-the-art communication strategy to nurture clients and open relationships with prospects.
Emails can be pre-written and automated...but personalized with your voice.
Develop customized campaigns to target both clients and prospects.
Incorporate video to clearly communicate your voice and message.
Track engagement to make sure your message is connecting.
Work one-on-one to develop YOUR strategy and monitor and adjust as needed.
“Discover Blind Spots is our marketing and client communication specialist. They allow me and our team to focus on what we do best by creating strategies and touch points for our clients and prospects to make sure we address all their needs. Partnering with them has simplified the process tremendously!”
Scott Danner CEO, Financial Advisor
Freedom Street Partners, Chesapeake, VA
