In a world of market swings and account balances, it’s easy to lose sight of what we’re working for and to turn numbers into a goal. At Tucker Advisors, we take the time to understand what’s important to you. With our financial advisor marketing program, we will help you live more confidently and acquire affluent clients. Relationship management and relationship marketing are directly linked together. Your starting point will be to determine your ideal client profile. Perhaps you are dealing with small business owners, professionals, C-suite executives, or individuals with a million dollar or more of investable assets. Regardless of your clientele, Tucker Advisors is here to guide you to success.
Once you have determined your ideal client profile, you will need to match it to our research. What marketing do your customers respond to? Where are their eyes and ears? There are five high-impact marketing activities wealthy individuals respond favorably to: personal introduction, referral alliance partners, social events and networking, reputation, and intimate client events. Your affluent clients have several spheres of influence, and within these spheres are your personal introductions. Our program will help you learn how to create your relationship management/relationship marketing calendar.
Our financial advisor marketing program is designed for your success. We will focus on the complete view of your goals, needs, and potential stumbling blocks. At Tucker Advisors, we use financial planning to understand our clients at a personal level, so we can make the best recommendations from the start. Financial plans provide a guide of cash inflows and outflows that allows us to create a timeline for the investment strategy and develop long-term return goals that match the particular calendar. We will ask questions to determine what investments are suitable for you and your family, based on your risk tolerance and other relevant elements.
Our financial planners use the latest planning tools on the market to model the ideal plan for your situation. If you are interested in working with any of our financial planners that will customize their strategies to suit your needs, set up a meeting to get started on your personalized financial advisor marketing program today.
Tucker Advisors provides many opportunities to stand out from the competition, deepen client relationships, and increase awareness of your practice in your local market. Contact us today to speak with one of the top field marketing organizations in the nation.