Saturday, March 10, 2012

Using Gold to Find the Gold

bt Tammy de Leeuw
"The Grouchy Marketing Lady"

One of the biggest reasons financial professionals (and virtually every other type of business owner as well)  give me for not doing database marketing is that they think they have no good reason to reach out to their existing clients.  They don't believe they have anything new to say that would make it worth the client's time, etc...

Personally I don't think that is true. There is always SOMETHING you can do to reach out to your database and remind them you are still around.  It could be something as simple as calling them up and saying:

 "It's been a long time since we reviewed your XYZ policy.  With all the new products that have come out since then, I was thinking I might be able to get you better coverage."

Or, you could invite them to come by and pick up a great investment book you just found, or a new calendar, tickets to the local movie theatre, etc.

Unfortunately, most advisors and agents can't muster much enthusiasm about such mundane and non-sexy call pretexts.  They're looking for something really attention-grabbing, exotic, unique, and exciting.

Well, I may have just the ticket for some of you, especially those of you who like the idea of giving your Baby Boomer clients what they crave- namely, more perceived safety and liquidity in their portfolios. 

I say perceived only because none of us can predict the future and say with 100% certainty that anything is safe these days.   And, it's also hard to guarantee liquidity...

However... I have found something that is proving to be a tremendously attractive marketing tool for advisors and agents.... an irresistible icebreaker, and a source of additional income.

On March 22, I will be introducing you to a program I think will revolutionize and revitalize business for many of you.

Go here now to learn more:

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