Right-Brain Marketing for Financial Professionals

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Whether you’re selling a product, service, or a combination of the two, your clients expect a unique and powerful experience with every interaction. If you can consistently deliver a great customer experience, you will strengthen connectivity—and loyalty—with your clients.

Fortunately, most financial advisors are left-brain thinkers, meaning they are strategic and analytical. Marketing requires creativity—right-brain thinking. So how does a financial advisor bridge that gap?

An effective marketing coach can help you develop a right-brain marketing solution

Partnering with the right marketing coach will help to connect your client strategy with tactical, creative ideas. This allows you to focus on serving your clients while standing out amongst the others in your field. Your clients are looking for something new to capture their attention and satisfy their own creativity. This creates a connection that goes beyond the typical client-professional relationship.

Right-brain marketing increases connectivity with your core clients

Playing it safe with sending yet another market update is not the same as creating a real connection with your core clients. Go out on a limb. Find out what drives your clients, what motivates them, what makes them tick. Dig deeper until you uncover their core values. Knowing these things is not only going to help you better serve their financial needs, but it will compel them to come to you—and only you—when their next life event happens.

Increasing connectivity will increase referrals

People talk about experiences, not transactions. A good service model is not enough anymore, and just asking for referrals is outdated—and ineffective. You have to be present in their lives and in their minds when the referral opportunity presents itself. These opportunities pop up on the Little League field, at happy hour, at a birthday, or at a dinner party. Be top of mind when they do. Be different.

Free E-book: 15 Ways Financial Advisors Can Stay in Touch with Their Clients

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