OUR NEW ADVISORS ALWAYS ASK US: "WHAT CAN YOU DO DIFFERENTLY FOR ME THAT I HAVEN'T ALREADY TRIED?"
As a team of independent financial professionals, we know that business development is a critical and essential component of any financial practice. Clients are continuing to be hammered with emails, phone calls and social media invites. We can see the market becoming over-saturated and almost impossible to bring on new and qualified clients. So, what do we provide that is different from everyone else in the industry? For one thing, see Periscope below.
PERISCOPE
We all know that client acquisition and longevity is the best way to grow our business, so we made it our mission to bring you the tools and resources to assist you.
Periscope is an idea that was developed to bring awareness to a client that is on a path to make a change. Today, 70% of consumers that start this path begin their search online. In a mid-sized metropolitan area you will see that "financial advisor" is searched over 100,000 times in any given month. It would be unrealistic to get the names and numbers of 100,000 people who just searched "financial advisor" with no idea about what they really needed. What if that same person who searches "financial advisor" also searches for more information, followed up by useless and annoying engagement requests over the coming weeks and months? Much more valuable are candidates that have responded to specific engagement messages multiple times. At the end of the process, we have a much higher chance of putting a client with a specific need in touch with an advisor that can service that need rather than wasting everyone's time.
More details about this program can be shared if you are interested.
WEBSITE PRESENCE
As we discussed through Periscope, an online presence is paramount. You get your own page on Redhawk's website that discusses who you are and the services offered. While Redhawk continues to grow, your online presence grows as well. If a professional wants Redhawk's services and is located in your area, they will find you and your practice directly from our page.
While we drive people to our site through SEO, analytics and marketing, you will have the same marketing power in your area.
More details can be shared upon request.
SOCIAL MEDIA MARKETING
Direct mail is continued to be used today, which is still successful, but can cost you an arm and a leg. By becoming an expert on social media, you can create a brand to thousands of people in your area for fractions of the cost of direct mail. We have a social media marketing platform that can create a brand for you that is always being sent to future clients in your area to create your brand.This has a great ability to bring future clients to you through your social media presence.
More details can be provided upon request.