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ADVISOR U Marketing Resources

5 Steps to Creating a Powerful Value Proposition

Businesses that fail to quickly and clearly articulate their uniqueness and value have failed at the most simple and critical business requirements — defining why you. This is holding many advisors back.

Download our workbook and learn how to create a powerful value proposition in 5 simple steps.

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ADVISOR U Marketing Resources

Advisor Marketing Cheat Sheet

You can’t cheat marketing, but if you stick to these principles, strategies, and tactics more often than not, your marketing will move your company in the right direction.

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ADVISOR U Marketing Resources

Marketing Plan Tactics for Top Advisors

Are you ready to attract, intrigue, engage and influence your audience? We’ve compiled a list of some of best tips and strategies so that you can develop your own marketing plan that will ensure you’re marketing momentum and brand success!

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Marketing Resources

Ideal Client Profiling

A great brand considers your strengths and how they relate to your ideal audience. This exercise will help you better understand and define your ideal audience. It’s about more than demographics – don’t fall into that trap.

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Marketing Resources

Build Client Loyalty

This resource is a designed to help identify the type and frequency of activities financial professionals should employ in their client communication strategy. It does this using a concept of client hits, touches and moments.

You’ll receive guidelines to clearly define your ideal clients; who they are, who they aren’t and why.

From there you’ll get some strategies to leverage opportunities with current and prospective clients.

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Marketing Resources

Marketing Inventory Exercise

This exercise book helps “get your ducks in a row” so to speak when it comes to aligning your marketing material and messages.

It covers things like:
-Knowing yourself
-Defining your look
-Building depth
-Getting your message out there
-Expanding your vision

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Marketing Resources

19 Marketing Tactics to Expand Your Practice

It’s essential to have a solid solid and, as much as possible, a unique expression of who you are and what you do better (or differently) than others in your area of expertise.

A good brand sets the tone, helps you get noticed for the right reasons and gives you the instant credibility your marketing tactics need to succeed.

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Marketing Resources

How To Conduct A Client Event

Don’t underestimate the impact of a good customer appreciation event. Customers are your livelihood and they expect some type of token for their efforts. A client appreciation event is a “one to many” event where you can thank everyone at one time, and that is a beautiful thing.

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Marketing Resources

Marketing Plan for Financial Advisors

Creating a powerful and effective marketing plan is not easy. As a matter of fact, it’s tough, time consuming and, there is a lot of thinking and heavy lifting involved.

This primer is meant as a workbook of sorts to help pragmatically compartmentalize the elements of a plan.

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Marketing Resources

14 Rules for Financial Advisor Marketing Success

This paper is the perfect opportunity to expedite your advisor marketing IQ. Many of the rules
you are about to discover were hard lessons. These are ‘tried and true’ principal that we have witnessed over and over to be true.

Perhaps the most significant piece of advice we can offer is this: If you want any of these to work for you, it is going to take effort and a will to implement to realize any results.

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