So many advisors are looking for that high-net-worth prospect, but aren’t confident what to say should they actually sit down with one. Closing a high-net-worth prospect isn’t difficult – but you need a next-level strategy to make it happen.
Idea Decanter talks with Erin Botsford, CFP® – founder of The Advisory Authority to learn the secret sauce to sealing the deal in the very FIRST meeting.
Cheat Sheet
3:00 Three Ways You Can Grow
3:21 Problem: Targeting The Right Audience
3:58 Choosing the Channels To Target Your Audience
4:23 Top 5 Priorities When it Comes to Your Marketing Budgets
5:22 Tip: Breakdown In Stats For Advisors When Using Social Platforms
6:03 Boost Your Visibility for Prospects in Google Search
6:48 Get Positive Reviews and /Improve SEO
7:42 Where Do You Find Your Audience?
8:30 Top 3 Platforms For Targeting
9:15 Estimating your Audience Size in a Facebook Campaign
9:45 Targeting Specific Age Groups
10:40 Creating Campaigns to Attract Specific Audiences
11:34 Going Beyond The Organic Share
11:50 How to Gain Followers
12:30 Growing Your Reach
12:50 Using Advertising Tools In Social Platforms
13:34 What Does Success Look Like?
14:15 Why Your Website Presence Matters
14:50 Why You Need Marketing Attribution
15:20 Why Using The Right Email Platform Matters
17:22 When do I send people to my website?
17:50 The Best Place to Put Video on your Website
18:45 Building Custom Landing Pages: How Much Info Should Be On There?
21:59 Testing What Works Best For Your Brand: Utilizing A Testing Period
28:00 Direct Response Advertising
28:50 Curating A Guide For Your Target Audience
29:50 Creating A “Drip Campaign”
31:00 How to quantify marketing goals in a realistic way?
35:00 Linkedin “In Mail” Marketing
