Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms on topics related to marketing, business development, communications, brand building, growth and media exposure. Providing you with the resources to deepen client relationships and grow your business.
As discussed in our previous video, one of the top marketing trends we are seeing in 2024 is authenticity in your marketing efforts. In this video, Rosemary explains what authentic marketing means and offers three valuable tips you can think about when creating your marketing strategy.
These tips include:
- Be transparent with your clients! Try to be open about your investment approach. This gives clients a sense of ease when working with you.
- Use educational content like blogs, videos or podcasts to help your clients understand you better.
- Share genuine client success stories to help clients understand how you can help them!
As always, if you have any questions about your firm’s communication strategy, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.