How To Market Your Financial Services Business

financial services business

To those of you in the financial services business, welcome to our “How To…” series!

This series will provide some marketing tips and strategies for different business sectors.  Today, we start this series by giving some ideas to the financial services industry.  If you work in any of the areas of this industry, you will want to watch it; if you work in another niche, you will still benefit.

Watch our video here, or watch on YouTube.

Transcription of video:

Hi, Nancy Boisvert of Agapi Marketing & Consulting here and I wanted to talk to all of you professionals out there in the financial services industry today.

I know there are some you who are independents, but the larger portion of you do work under the umbrella of a larger corporation, and I do know that many times you folks tend to defer your marketing to the larger corporation. And that’s fine if that’s working for you. But I guess my question to you is, what is setting you apart from all the others? That comes down to branding. So what I’m going to discuss with you today is ways to set yourself apart from your competition.

I wanted to address just a handful of ideas, give you some tips and some ideas that perhaps you can implement.

Now, one of the things that we all know is that people like to do business with people that they like, know and trust. So, assuming that you’re getting a large portion of your prospects from a pool out there, and not necessarily from referral business, how do you get people to like, know and trust you?

Well, that boils down to, first of all, being seen as an expert in your field. And how do you do that? Well, there’s a handful of ways that you can look at doing that.

One of the things that you can do is set up your own YouTube channel. I’m doing this video here in my home office just to show you that you don’t need to be fancy, you don’t need a lot of expensive equipment, and you don’t need a studio to do it. What you need to do is shut your door, turn off your phones, get in front of your Webcam and share a little bit of your expertise and your knowledge with the people who are your target audience. So you can do that.

Another thing you can do is write a book. Now, don’t get intimidated; I’m not talking about writing “War and Peace”. I’m talking about putting together a 30 to 45-page book that you can sell on Amazon – or just give it away to your clients and prospects. But what I am suggesting is that if you do you have it published, that also helps enhance your reputation as an expert. If you don’t have time to do that, consider ghostwriter.

Another thing that you can do is send out newsletters on a monthly basis. Now, I know you’re governing company probably does have some sort of newsletter, some sort of monthly communication that they can provide, but again loses all that personal touch. If I know that you’re just one of 400 agents under the umbrella of specific Corporation, what is it that makes me want to stay with you or do business with you, instead of somebody down the road who has the same shingle? So, set yourself apart from your competitors.

Do “lunch and learns”. Bring in a handful of people once a month. Invite a dozen different people, bring in a guest speaker and present something and give people something that they’re going to remember. They’re going to have a lunch, they’re going to get some information, they’ll have some one-on-one time; a really, really great way to get people to build that trust factor with you.

So that’s just a handful of things that you can do.

What I’d like you to do is connect to my website. I’ve got a link here on this video. You can connect connector there. I’ve got a transcript of this video on there in case you wanted to print it off or some of the ideas. But what I’d really like you do is give me a call or drop me an email. No obligation. Let’s just explore what it is that you’re doing and let’s see if there’s some way that I can help you build your business and become more popular to your target audience out there.

So I’ll leave you with that. Thank you very much for watching the video and I look forward to hearing from you soon. Bye for now.

Until next time…

Are you ready to grow your business now? If you’re ready to take the next step and make your business more profitable, contact us today.

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