PODCAST · business
Q&A Marketing for Financial Services
by Andrew Chao Daongam
Episodes
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Why spend money on marketing when I have Advisors selling? [Podcast Ep. 24]
When it comes to sales, we tend to focus on our firm's advisors and overlook investing in a marketing team. However, when used right, the resources marketing provides can help empower your advisors to sell better and faster.
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Why should Financial service firms use a Marketing Software? [Podcast Ep. 23]
Why should your firm invest in a marketing software? Having a good software becomes your one-stop shop to house all your marketing initiatives and contact data, but it's important to pick the right one. Here are 5 definite features you should look for when choosing a marketing software.
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How Can Financial Service Firms Best Succeed with Marketing? [Podcast Ep. 22]
It's easy and almost instinctive to get started right away with running various marketing initiatives in our firm. However, all of your efforts would go nowhere without first mapping out a solid marketing strategy built on 5 key components.
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Where do Financial Services Fall Short in Marketing? [Podcast E.p. 21]
If you feel like your financial service firm's marketing initiatives are not up to par, you're probably on to something. Here are 4 mistakes that firms are commonly making in their marketing strategy, and importantly, how to improve upon them.
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How can I use Inbound Marketing content to follow-up with potential customers and prompt them to reply? [Ep. 20]
"Hi, _________. How are you doing? Just wanted to check in" is an email line we've all used a dozen times, but how effective is it really in prompting someone to respond? Instead, using Inbound Marketing content in emails is quickly becoming the gold standard to increasing engagement with leads...
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What are important features of a CRM software my financial service firm should have? [Podcast Ep. 19]
When planning your firm's marketing strategy, prioritizing CRM software is often overlooked. However, not only should you consider using a CRM software, but finding the right one that includes certain key features will elevate your marketing and sales to a new level.
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Why is it important to address investment goals and challenges before the solution to potential customers? [Podcast E.p. 18]
In this day in age, too many financial advisors drive their sales efforts by putting all the emphasis on the solution. However, in order to present a solution to the customer that will best fit them, their investment goals and challenges need to be addressed first.
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Why should financial advisors change their sales process to inbound sales? [Podcast E.p. 17]
Inbound Sales shifts the sales process from selling to helping. Helping investors figure out their challenge or goal, providing useful content for them, and guiding them in the right direction to the right type of solution will help you win far more business deals than the legacy sales process.
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6 Questions Financial Service Firms Must Ask Themselves to Set a Goal with Email Marketing [Podcast Ep. 16]
With plenty of directionless email blasts saturating the financial industry these days, email marketing can be ineffective for many. For financial service firms to succeed in email marketing, It all comes down to making your emails goal-oriented, with a clear purpose and focused on the customer.
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3 Helpful Email Marketing Data for Financial Advisors to Build Relationships [Podcast Ep. 15]
For financial advisors to have strong relationships with their leads and customers, It's important for them to understand how they interact with your communications. With email marketing, there are 3 helpful collected data that you can leverage to know how best engage with them.
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3 Key Steps that Financial Service Firms Must Apply to Nurture Leads with Email Marketing [Podcast Ep. 14]
Emails sent by financial service firms are often associated as being the opposite of building a relationship, with many firms sending excessive mass emails to the point that they are impersonal and even annoying. But, if used correctly, emails can be one of the most effective ways to nurture leads.
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3 Defining Steps Financial Advisors Must Take to Start Sending Better Sales & Marketing Emails - Episode 13
In order for your emails to perform better, what you want to do is to work on making your emails relevant, simple and relational.
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How Can I Make My Company Story Engaging so that People Will Actually Stop and Listen? - Episode 12
[PODCAST] How do you develop a story for your company that will re-establish/strengthen the connection with your prospects, and make it engaging and memorable? A good business story always includes these3 components.
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How Many Positioning Statements Should My Financial Service Firm Have? [Ep.11]
How many positioning statements should financial service firms have? In this podcast, we explain what is a positioning statement, the core elements to build one one and how many your advisors should have when they are prospecting and qualifying leads.
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How Well Do I Need to Know My Financial Service Buyer Persona?
If you want to improve your sales & marketing initiatives and develop a greater understanding of who your financial service firm’s buyer persona is, here are 5 key questions you should ask yourself.
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What is the Difference Between Strategy and Tactic and Which One Comes First? - Ep. 9
The words strategy and tactic are often used interchangeably in many industries, including the financial service world, but they are not the same. To be successful with Inbound Marketing or any of your marketing initiatives in your financial service firm, it’s important to understand the...
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How to use Inbound Marketing Content to Nurture Leads - ep 8
Advisors are constantly faced with leads that are just not ready to make an investment. Whether they’ve stopped responding or they simply told you that they need more time, you need to nurture them until they are either sales ready or truly believe that it is best to let them go.
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What is Inbound Marketing for Financial Sector - Ep. 7
What is Inbound Marketing specifically for Financial Service firms? In order to answer that question, we need to first define what is Inbound marketing in general terms. Inbound Marketing is a cost-effective and more efficient way to generate leads and acquiring new customers because it helps…
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How long before Inbound Results with Inbound Marketing for Financial Service Firms? - Ep6
Inbound Marketing is not a cost. It is an investment that you are making to build your online presence and authority in the industry. As long as you are strategically running inbound marketing activities, with patience, you’re setting your company up for growth.
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Why Should Financial Service Firms Implement Inbound Marketing? - Ep5
If you want your marketing efforts to make a difference such as growth and competitive advantage, applying Inbound Marketing to your financial service firm could help and here are 3 reasons why
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How can I Refocus my financial service blog website to be a helpful resource to my prospects.
Here are 3 tips to refocus your financial service blog to become a helpful resource to your prospects.
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1 thing to add on my financial service blog to generate leads
You could write amazing blog content and have a lot of readers. However, it is very common in the financial space that there is a missing element to turn blog readers to become leads and that missing element is a Call to Action or a CTA as they call it in the marketing world.
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Should I blog if my clients are not active online
Should I blog if my clients are not active online. The potential investors that I target are older and are not likely to go on my website or social media to read my blogs on a regular basis. The answer is YES and here are 2 reasons as to why
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Why is blogging is a must for financial service firms
If you are looking to find a new source of business, blogging is a must. Here are 3 reasons why that blogging is a must for financial service firms.
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Frequently Asked Questions
How many episodes does Q&A Marketing for Financial Services have?
Q&A Marketing for Financial Services currently has 24 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Q&A Marketing for Financial Services about?
Q&A Marketing for Financial Services is a podcast covering topics in business.
How often does Q&A Marketing for Financial Services release new episodes?
Q&A Marketing for Financial Services has 24 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Q&A Marketing for Financial Services?
You can listen to Q&A Marketing for Financial Services on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Q&A Marketing for Financial Services?
Q&A Marketing for Financial Services is created and hosted by Andrew Chao Daongam.
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