“Finally, Your Marketing Program Done For You and Done Right!”

“Who should fix my marketing?”

You now know about the 5 biggest threats to financial advisors and what to do about them. Can you do it yourself by yourself? Unlikely. In the webinar you learned about 4 ways to get help:

1.  Get a marketing coach
2.  Hire a marketing coordinator
3.  Hire a marketing director
4.  Engage a virtual Marketing VP

The advantage of option #1 is that you get a sounding board you can call or e-mail with questions about your marketing as you think of them. He can also provide expert guidance and insightful articles for you to read. But you’re still left doing most of the work yourself.

Options #2 and 3 bring a full-time focus on your marketing activities which is wonderful. Along with a permanent and high increase in overhead which most practices can’t justify. Not so wonderful. Plus you’ll need to supervise them. Don’t forget a marketing coordinator alone can’t mastermind the marketing improvements you want. If she could, she’d be applying for a marketing director job somewhere else. And at a substantial increase in pay.

That leaves option #4 which is where I come in. Let me tell you more about what I will do for you as your virtual Marketing VP.

“This is most definitely NOT a Coaching Program”

My Advisor Marketing Makeover program is not a coaching program. I become your virtual Marketing VP who orchestrates and executes a complete marketing makeover of your practice.

You get 3 positions at the cost of less than one full-time employee:

1.  You get a marketing coach to bring fresh and proven marketing ideas to your practice. You also get a sounding board for your marketing questions.

2.  You get a marketing director to mastermind and implement marketing ideas and be your copywriter, web designer, webmaster plus deal with compliance on your behalf.

3.  You get a marketing coordinator to locate and manage outside vendors and deal with all the details involved in your marketing makeover.

Plus I train your service assistant to carry on after your marketing makeover is complete. You’ll have no worries about me vesting in your 401(k) program!

This is a “Done for you” program which combines my marketing and copywriting expertise with your knowledge about your practice and your existing and desired clients to create a systematic, successful and sustainable marketing program.

Your existing marketing program has strengths and weaknesses. Some areas require more work than others. Your core story needs to be written and included in all aspects of your marketing program. This takes time and doesn’t happen overnight.

There is no marketing magic bullet. My program is an 8 month commitment which systematically develops and shapes your marketing program to help you attract better clients and retain your existing clients. And ends your frustration about your lack of effective marketing.

Let me tell you the story of one such planner, Jim.

“Listen to Jim’s Story of Marketing Frustration”

Jim had two major frustrations in his financial planning practice: Marketing and Compliance.

He knew his practice would grow with better marketing but he never found the time to get it done. Jim had lots of books and tapes collecting dust on his bookcase but no time to implement anything.

And trying something meant dealing with the compliance department, a frustrating and exasperating process that took his focus off servicing his clients. And a tiresome reminder of why marketing never happened.

Finally, Jim’s Marketing “Gets done” and Revenues Go Up

In late 2006, Jim was introduced to Richard by another financial planner. Richard met with Jim and did a detailed marketing audit of his practice. Then Richard rolled up his sleeves and got to work.

Richard helped Jim expand his practice by uncovering the “hidden growth assets” within his practice. Richard created a personal brand that reflected Jim’s work ethic, uniqueness and desired clientele. A practice brochure and website followed and Jim saw his practice grow.

Jim’s Compliance Headaches Became Richard’s Job

He also appreciated that his compliance headache became Richard’s job:

“Richard is very conscientious about doing the job as we discussed. We are in a very demanding and particular industry when it comes to marketing. Richard took the time to do the job right while keeping things moving along at a good pace.

Our compliance departments are a nightmare to get advertising and marketing approved for public use. Richard stayed the course and handled all of the nonsense regulations that are a part of marketing in the securities industry.”

Marketing Focus Leads to a Growing Practice

Jim’s practice finally had the marketing focus he always wanted: “Richard’s systematic approach to business growth works. He takes care of the details, saving me time and getting the job done right. And our revenues were up over 25% from the previous year!”

After years of wanting to get his marketing act together and never finding the time, Jim finally got it done. And without the headaches of compliance.

Sound interesting? Read more about my Advisor Marketing Makeover process….

“What is an Advisor Marketing Makeover™?”

An Advisor Marketing Makeover includes developing your branding story and integrating it throughout your practice. All designed to attract more prospects and stay better in touch with your existing clients.

Your existing marketing program will have its strengths and weaknesses. Some areas will need to be built from the ground up. Other areas will be refreshed to increase their marketing effectiveness. Together the entire program should be completed in 8 months.

Take a look at what the Advisor Marketing Makeover blueprint includes:

• Advisor Marketing Audit of your practice. You’ll complete an Advisor Marketing Assessment and mail me your existing marketing materials. Next, I review your assessment and critique your marketing materials and your website. Then we’ll have an hour long consultation to discuss your existing marketing efforts, your goals, and how your Advisor Marketing Makeover will help you reach your goals. Together we’ll prepare a one-page business plan to guide our marketing action steps for the year ahead.
• Develop your story, USP and personal brand. All based upon an in-depth understanding of your background, experience, education and expertise.
• Expert Audio CD™. Share your expertise on an audio CD you can give to your prospects. You’ll give copies to happy clients so they can give them to their friends and relatives. You’ll Position yourself as a financial expert and kickstart your marketing program.
• Integrate your USP into your practice by refreshing your business card, letterhead, fax coversheet, e-mail signature to reflect your USP.
• Develop new practice handouts highlighting your branding story. This can be an elaborate 4-color printed brochure designed and printed by a print shop as well as flyers and handouts you print on your color printer and include in a presentation folder.
• Design/redesign your website with your USP and biographical information. Automatically kept fresh with new compliant content.
• Automated E-mail Newsletters for regular communication with clients and prospects. You’ll nurture your better prospects until they are your “A-List” clients.
• Printed Client Communications including letters, cards, and your client newsletter.
• Create Display Advertising. Layout your newspaper repeater ad, yellow pages ad, and other print advertisements.
• Develop Strategic Alliances with your attorney and CPA using endorsement letters to grow your practice with increased referrals.

“What about doing it myself or with my staff?”

You could decide to do all this yourself and investment hundreds of hours becoming a marketing expert and applying your knowledge to your practice. Would you really save money if it added a couple of years to complete the process? Would it really ever get done?

Or would you just end up with a bunch of DVDs and Binders on your shelf collecting dust and raising your blood pressure every time you see them?

You might hire a business coach to speed up the process. This could reduce your investment in hours but require an outlay for $5,000 to $15,000 for your coach. And no coach can guarantee completion of your project because coaches don’t play the game!

Or you might hire a Marketing Coordinator and/or Marketing Director to do the job in-house. You would spend much less time on the marketing implementation work but you’d have new employees to recruit, hire, and supervise. With salaries and overhead you could easily be looking at $100,000 and more. Many advisors thought they could hire a couple folks and be done with it…they were wrong.

“Thank You Richard”

“Richard Emmons has been a Godsend in these unprecedented economic times. It is in just times like this that we in business need to be marketing more than ever, giving us an edge over our competitors. Richard Emmons brings a broad range of experience, outside-of-the-box thinking, and most importantly assistance in the implementation of all marketing ideas.

We thank you Richard, for helping us transition through a difficult time and bringing the financial success you have to our firm.”

David V. Fedosky, Sr., CFP®, Certified Financial Planner Practitioner
Consolidated Financial, Grants Pass, Oregon

“Time to Go Virtual”

You’ll get your marketing program done right and done the way you want it when you hire Richard Emmons as your virtual Marketing VP. “Virtual”? Yes, you don’t need to pay the full freight because he’ll also be working for other advisors.

Do you realize that you are already doing this in your practice when it comes to tax return preparation?

Only the largest firms have a full-time CPA on staff. Everyone else just hires one when you need one. Annually to do taxes. Quarterly to pay tax estimates. And occasionally when you do something special like sell company stock or buy another practice. You hire the best CPA you can find and pay him when you need him.

Ditto for corporate attorneys. Only a small percentage of firms have a full-time in-house legal counsel on staff. Thankfully not yours or you’d have to stop telling all those lawyer jokes. And the joke would be on you because having a full-time lawyer would cost an incredible fortune.

Having Richard Emmons as your “Virtual” Marketing VP means that you’ll have a world-class marketing system in place and working. And without the high cost and long-term commitment of having hired an employee.

Think you need someone local?

Freelance copywriter Bob Bly says that he “eliminated 95% of meetings by working by e-mail and phone” and that the “majority of assignments can be handled without long meetings that drag on and go nowhere.”

Quick meetings by phone save everyone time: You get more time with your clients and allow Richard to focus on getting your marketing work done. And your practice growing.

“What you’ve done for me has been very valuable. Thank you very much!”

Stephen Kirkendall, CFP®, Kirkendall Financial, Vancouver, Washington

Your Modest Investment

When you look at what I can get done for you as your Marketing VP against what you can get done yourself with a coach or with your own staff. There is no comparison. And the investment is quite modest:

$2497 per month

Fine print: I don’t hide the cost of this program nor do I hide the fact of that you’ll have other costs as well. This monthly amount covers copywriting, marketing consulting and most graphic design services only. You’ll also pay for domain name registration, website hosting fees, compliant e-mail marketing tools, newsletter set up and printing costs and other out-of-pocket expenses. Your practice brochure will require outside graphic design and printing as well.

You may be thinking to yourself, “How can Richard get so much done so quickly and for so little?”

1.    According to a survey by Salary.com, the average worker wastes 2 hours of every day. You certainly won’t pay for any wasted time … just my results.

2.    I live and breathe the financial services industry and help advisors every day. I understand your marketing problems and know how to overcome them with proven marketing strategies. So you won’t pay me to learn about your industry.

3.    I have 15 years of experience as a corporate vice president. My job was to solve sales, finance, and operational problems by masterminding and implementing effective and sustainable systems…and then training managers and employees to carry on without me as I headed over to another part of the business. All while meeting the expectations of the president whom I reported to.

4.    I’m not a one-man army. I have a talented graphic artist to do the design/layout work plus someone to edit video and audio projects.

5.    Finally, I just work really hard and really smart to meet and exceed your expectations and thereby earn your respect. And referrals to planners in other cities….

Because of the amount of work involved with each client, I am limited in the number of virtual Marketing VP clients I can take on.

No Long-Term Commitments or Contracts Required

If at any time you are dissatisfied for any reason, you may drop out of the Advisor Marketing Makeover™ program and your monthly investment will cease. You’re in control…just log in, cancel your membership, and your payments cease.

Compare my program against high end coaching programs with no way out regardless of your satisfaction. As one planner told me, “I’ll hire you as soon as my annual committment to [XYZ] coaching ends. They’ll critique my marketing materials but don’t actually fix anything for me. And what I have isn’t working.”

“How Do I Get Started?”

When we get start we’ll schedule our weekly conference call and kickoff the Advisor Marketing Makeover program with an Advisor Marketing Audit of your practice. I’ll write your core story and develop a USP for your practice. Next, we’ll tackle your top marketing priority such as your website, client newsletter, or practice brochures. And continue to work on your marketing projects until things are done to your satisfaction.

Kind regards,

Richard Emmons
Reality Marketing, LLC

P.S. Now is the time for you to get what Jim got: his marketing program in place, a growing practice, and all done for him without the headaches and frustrations of dealing with compliance.

P.P.S. If you have any questions, please contact my office.