Fortify Your Independence
ADVISORS MARKETING MASTER COURSE
Learn Our Strategies For Finding Leads and Converting Them Into Clients
We created our Advisors Maketing Master Course after years of testing, honing, and re-testing marketing campaigns to not only help identify leads, but also convert them to satisified clients. We understand how different customers respond to different types of marking and that’s why our Master Course includes a wide variety of targeted strategies across all types of media. You will learn how to:
- Determine Your Niche Market
- Define Your Client Journey
- Create Your Message Using Our Marketing Strategies
Our Advisors Marketing Master Course Features Step by Step Marketing Campaigns Designed to Be Easy to Implement and Track.
VIRTUAL SUMMITS
Bring together speakers, industry and business leaders online to discuss a relevant issue.
- Create and nurture a community of clients and information
- Keep event costs in check
- Excellent opportunity to create and support your story
WEBINAR MARKETING
We’ll show you how to create scalable webinar presentations using effective frameworks to create funnels and convert visitors into customers.
- Step-by-step strategy to generate new leads and capture contact info
- Directs customers straight to the product you offer that solves their problem
PODCAST CAMPAIGNS
Podcasts are a great way to tell your story and provide your clients with a wealth of timely and vital information.
- One-on-one time with key influencers and business leaders
- Provide clients with up-to-the-minute info and insights on relevant topics in an entertaining format
E-MAIL MARKETING
Reach clients with qualified leads who are interested in what you have to offer with professionally written, targeted, and timely e-mails.
- Measured and monitored performance
- Strategic timing and valuable content
- Segmented lists
CLIENT REFERRAL CAMPAIGNS
Nothing spreads the word faster about your services than a personal recommendation built around a client referral program.
- Allows your customers to do the marketing for you
- Leads you gain are bound to remain faithful clients
We’ve Refined the Marketing for You.
At Balanced Security Planning, we like to think of ourselves as a marketing group that just happens to offer financial and insurance services. We’ve already spent money and time testing hundreds of campaigns to provide you with repeatable and efficient drivers of business. Now, through our Advisors Marketing Master Course, you can use them for your own business.
Start The Conversation
Contact us, because it all starts with a conversation...
Get started today. Contact us for a free consultation and we’ll show you why we’re a top growth resource firm for independent advisors!