WeWelcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.
Incorporating advertising into your marketing mix in wealth management isn’t always straightforward, especially when targeting ultra-high-net-worth individuals. For over a decade, Rosemary has guided wealth management firms on marketing strategies and, in this episode, she shares specific scenarios where advertising can significantly impact your growth plan:
A well-crafted, audience-centric brand, which includes:
• Regular production of thought leadership content
• Established content marketing system
• Website that showcases expertise and “wows” your site visitors
An established business development process, including:
• Structured approach to business development
• Mapped out content and touchpoints for client engagement
• Solid process for capturing and nurturing leads
Remember, advertising should complement, not replace, your existing marketing efforts. If you’re considering an advertising strategy to accelerate your growth, we’re here to provide the support and guidance you need to determine the best approach for your unique situation. Don’t hesitate to reach out and explore how we can boost your marketing efforts.