What is expected?
Ideal Client Marketing for Certified Financial Planners
Looking for someone who can create a cohesive digital and in-office experience that courts and educates my firm's ideal prospect and grooms my digital audience to become clients.
Should be able to sculpt my digital presence, no matter where it may in the process.
With your strategies & processes I should be able to Educate and communicate with my prospects and clients en masse, which saves an immense amount of time and ensures that they are putting their best foot forwards. You should frame/develop your strategies which helps me & my firms communicate our firm’s/company culture, brand and thought leadership. With minimum time required and the effectiveness.
You need to understand the intricacies of digital marketing for financial planners. To bridge the gap between my firm's digital marketing and tech needs with what my budget can afford and enable me to create an engaging high tech / high touch experience for my clients while knowing the complex compliance ballet an advisor/certified financial planner need to ensure they build their business with regulators encouraging great business practices. Your solutions should enrich my firm’s digital presence and supports my efficiency to improve my bottom line.
Person should be able to devote time to acquire expertise with the purpose of helping me, a professional from Financial Planning industry by acquiring the technical knowledge needed to take my firm’s online marketing to the next level.
In nutshell the task will include..
Website Design & development.
Selection of the right keywords ….metatags,long/short/single word keywords .SEO FRIENDLY.
Customer Journey Modeling and Strategy.(4-9 are described below)
Website Creation and Funnel Strategy.
Email and Drip Content Automation Marketing.
Social Media & Content Marketing Strategy….facebook, linkedin,twitter,insta,quara etc
Marketing Insight Tools.